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  • info@integratedmgt.com
  • Phone: 305-788-7488
(305) 786-7488

Digitally Integrated Estate Planning

We’re proud to introduce IMG Financial, a division of Integrated Management Group. IMG Financial is a dedicated division focused on helping business owners and individuals navigate financial growth, asset protection, and long-term stability. Whether your goals include strategic asset management, comprehensive tax planning, or preserving wealth for future generations, IMG Financial transforms earned trust into lasting confidence. Our mission is to protect your financial future from every angle and position you for sustained success.

  • Key Person Insurance
  • Buy-Sell Agreement Insurance
  • Benefits
  • Custom Small Pension Planning
  • Estate Planning
  • Retirement Protection
  • Life Insurance
  • Annuities

Estate Planning: Protect What Matters Most

At Integrated Management Group, we make estate planning simple, personalized, and powerful. Our high-touch estate plans ensure that both your business and personal assets are protected. You get unlimited access to experienced attorneys, a comprehensive plan designed for your unique circumstances, and ongoing maintenance. We don’t just safeguard your business…we safeguard you, your family, and your legacy.

Why Our Estate Planning Stands Out

We combine cutting-edge technology with concierge-level service so you get a plan that’s simple, affordable, and tailored to your life.

Here’s what makes us different:

Unlimited Attorney Access

Get real guidance whenever you need it, not just a one-time consultation regarding your estate plan.

100% Virtual Planning

Complete your estate plan from anywhere, securely and efficiently

High-Touch, Personalized Service

Every plan is customized to your unique financial, business, and family situation.

Cost-Effective

One flat fee to create your plan, plus low annual management fee.

Comprehensive Protection

We safeguard both your personal and business assets.

Complete Asset Funding

We ensure every asset is properly titled, assigned to your beneficiaries, and fully integrated into your trust.

Full Trust Coverage

Both physical “book” trusts and digital trusts are provided.

Protect More Than Just Your Business

Your company is important, but so are you and your loved ones. Our estate planning ensures:

  • Your personal and business assets are protected
  • Your family is cared for in any circumstance
  • Clear healthcare and financial power of attorney
  • Smooth transfer of wealth and ownership to heirs
  • Putting your loved ones through probate

Retirement Protection: Secure Your Team’s Future

Customized retirement plans shouldn’t be complicated or one-size-fits-all. We provide fully tailored pension plans for small businesses that are easy to set up, simple to manage online, and designed to give your employees long-term security. With concierge-level support from retirement experts, you can attract and retain top talent while ensuring your company stays compliant and financially protected.

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