Imagine Wealth Group, LLC is a financial planning firm based in Ridgefield, CT, dedicated to helping individuals achieve a successful retirement. With a focus on income planning and ensuring clients do not outlive their retirement funds, Imagine Wealth Group aims to alleviate any fears and uncertainties associated with retirement, replacing them with confidence and assurance. Their science and math-based planning strategy provides exceptional advice to help clients grow their wealth and achieve their lifetime goals.
Offering a range of services including tax strategies, retirement planning, legacy planning, and wealth management, Imagine Wealth Group crafts personalized plans to protect clients, their families, and their legacies. Through complimentary educational workshops, they aim to educate the community and empower individuals nearing retirement or already retired to create a more secure future. With a commitment to providing clarity and peace of mind, Imagine Wealth Group is dedicated to helping clients imagine and build a brighter financial future.
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