Tel: (713) 622-1150 Fax: (713) 622-3679 Home About Us Our Team Resources Contact Financial Solutions Solutions for you and your family When it comes to financial matters, it's easy to see where you want to go. It's harder to figure out how to get there. Whether you're saving for retirement, investing for the future, funding a college education or reaching for any of a hundred other financial goals, we can help. Solutions for your business For your business to reach its full potential, you need to understand the financial tools at your disposal. We can apply our expertise to help your business succeed. Fee-Based Financial Planning A dynamic approach to helping you and your family reach your financial goals We use financial planning tools and resources to help you and your family reach your financial goals. We provide expertise in the six areas with the biggest impact on your personal financial situation and develop plans and strategies to help you succeed. We help you identify where you want to go, and show you how to get there, turning financial planning into a powerful force for you. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Business Planning To run a successful business, you need to understand the financial choices available to business owners. At our firm, we apply our expertise, resources and tools to find long-term solutions that can help your business grow and succeed. Business planning: The key to protecting your business and your net worth. Business Continuation Key Person Life Insurance: Protect your business against the loss of key people. Business estate planning: How to preserve your life's work. Business continuation: Planning for your business after you're gone. Benefits for key executives Executive Bonus Plans: How to reward key employees. The Golden Executive Bonus Agreement: Protecting key employees with life insurance. Life Rewards: Providing retirement benefits for key employees Planning for changes in ownership Portfolio Management Retirement & Brokerage Accounts Individual Stocks & Bonds Mutual Funds Annuities (Fixed & Variable) 529 Plans/UTMAs/Coverdell Accounts Risk Management Life Insurance Long-Term Care Insurance Disability Income Insurance Health Insurance Book a Meeting Tell a Friend 4550 Post Oak Place, Suite 125 Houston, Texas 77027 United States Tel: (713) 622-1150 Fax: (713) 622-3679 leigh.ishee@imgfinancialgroup.com We have various representatives that are licensed and registered to conduct business in the following states: CA,CO,DC,FL,GA,LA,MD,MI,MO,MS,NM,NV,NY,OH,OR,SC,TN,TX,WA for non-registered and registered insurance products, as well as securities. IMG Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with IMG Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with IMG Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3058277 DOFU 06-2020 © 2021 Img Financial Group. All rights reserved. × Check the background of this investment professional on FINRA's BrokerCheck »