Tel: (713) 622-1150 Fax: (713) 622-3679 Home About Us Our Team Resources Contact Financial Planning Client-centered financial planning Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, you and your advisor will develop customized financial strategies that can help turn your goals into reality. Current Financial Position • Determine current income and expenses • Determine current and projected net worth • Establish an emergency fund in the event of a disability Investment Planning • Assess your risk tolerance • Design an asset allocation strategy • Evaluate investment strategies • Fund college education or a home purchase Retirement Planning • Estimate retirement income and expenses • Determine retirement savings needs • Determine how to distribute your retirement funds Tax Planning • Project federal income taxes • Evaluate tax-minimizing strategies • Investigate tax-favored investments Protection Planning • Providing for your family in the event of death • Protecting your income in the event of disability Estate Planning • Transfer your estate according to your wishes • Minimize estate taxes and expenses • Fund estate taxes 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. About Us Products Offered Financial Planning Client Login IMG Capital Management Group Long Term Care Career Opportunities 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 »