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Imber Wealth Advisors Inc.
Jonathan Imber is an Investment Adviser and Registered Financial Consultant (RFCÂ®) and vice president of Michigan-based Imber Wealth Advisors Inc. (www.imberwealth.com) and Imber Financial Group LLC, a registered investment advisory firm. He has a bachelor's degree in marketing and business administration from Northwood University in Michigan. Jonathan is a member of the Financial Planning Association. He holds licenses in both insurance and securities, and his focus is holistic retirement planning. He and his wife, Jillian, have two children.
You can't just target a $1 million or $2 million goal, because if you're a big spender or a penny pincher, that figure could be way off what you really need.
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The risk-reward equation changes when you retire. It's no longer about growing your wealth: It's about protecting what you've got. So get ready to flip your mental switch from accumulation mode to preservation.