Our Services
Our mission is to bridge the gap in financial literacy by providing accessible and comprehensive education, personalized financial planning, and empowering individuals to take control of their financial well-being.
We offer expert annuities investment services, providing clients with a reliable income stream for their retirement years. Our tailored annuity plans ensure long-term financial security by aligning with each client's unique financial goals and risk tolerance.​
​
Do I have a strong desire to help fund college costs for members of my family? Do I have a plan in place to achieve my college funding goals?
How do I balance retirement savings vs. college savings for my children or grandchildren?​ Check out our scholarship page where we curate some helpful links for you!
​
Company Registration
Imini Wealth Group provides streamlined company registration services for all types of organizations, handling the complexities of both state and IRS compliance. Our expert team ensures a hassle-free process, enabling your organization to establish a solid legal foundation for success.​
Debt Management
We help our clients come up with a practical debt management plan to get them back on the pathway to having excellent credit.
​
​
​
What legacy do I want to leave behind? Do I want to leave a significant inheritance to my heirs? If I die tomorrow, will my assets go where I intend for them to go? If I become incapacitated tomorrow, can my financial life be handled effectively by a named representative?
​
Financial planning is the foundation for your entire financial journey. It connects all the components of a comprehensive wealth management plan, including investments, taxes, estates, and corporate trusts, acting as a roadmap to help ensure your long-term goals are met.
Health & Dental Insurance
We offer comprehensive health, medicare, and dental insurance services to meet the diverse needs of our clients. Our expert advisors work closely with individuals and families to select the best coverage options, ensuring access to quality healthcare and dental services, and comprehensive Medicare plans, while maximizing benefits and minimizing costs.
Protecting your family is the most important sign of enduring love. We help our clients in getting the best life insurance policy that suites their needs and help protect their families
​
​
We offer professional notary services to authenticate and legally validate important documents. Our certified notaries provide a seamless and efficient process, handling everything from estate planning documents to financial agreements, ensuring compliance with legal standards, and providing clients with peace of mind.
How do I save on taxes over the next 30-50 years?
How much money should I accumulate in Roth accounts, pre-tax accounts and after-tax accounts? How can I optimize my charitable giving from a tax perspective?
​
​