FIDUCIARY FINANCIAL ADVICE FOR PHYSICIANS AND AFFLUENT FAMILIES

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  • “IM Wealth has had a huge impact on our lives… The earlier the better. I joined with IM Wealth directly out of residency, and we have such a solid plan that several of my colleagues do not have… This has allowed us to live our life in a meaningful and sustainable way... Our financial outlook on life has completely changed.” -Colin & Amanda Seguin

  • “My wife and I are both physicians and have worked with Jeff and his team since 2016, starting during residency. We have enjoyed working with Jeff because he doesn’t try and push his dream on us; he helps us achieve our own dream. I have never felt pressured to buy products from him or that I wasn’t fully in control of my money. He has taken the time to listen to our needs and helped us adjust our retirement strategy as our family has grown. Jeff is not just our financial advisor, but someone who we consider a friend. We couldn’t have been on the path we are on to achieve financial independence without him.” -JT & Jenn Carroll MD

  • “Since working with IM Wealth, we have been able to plan for our future and feel comfortable about it. Jeff explains financial strategies in an understandable way. He is good at the “big picture”, but also very efficient with taking care of all the smaller situations that arise. We truly feel like we are a team, and he really cares about our success. Personally, Jeff is a great guy, and he is enjoyable to be around. It has been nothing but a great experience!” — Adam & Megan Henke

  • “Due to a late start, career choice and training delayed the ability to start saving significantly. And with a family to feed, it never seemed we could enter the market. Joining the investment world later in life, it helped us to receive a confident, sincere, calm presence. Jeff is fastidious with preparation. It feels as though there are certain things we can now count on, and we have a clear path to achieve goals, realistically. Understanding our concerns and strains of a growing family and our needs as debt to asset ratio was higher than most, Jeff helped us build financial security and safety nets in all aspects as our assets grew and debt decreased. It can be overwhelming to try to navigate finances on your own. He truly treats all of us like family. Start early and ask questions and learn along with your advisor. We have much to be grateful for with the resources and insight Jeff has provided us with. Jeff has been a great financial sounding board, teacher, friend and advisor.” — Diane & Andy Bigham

  • “After residency, we wanted to get a better grasp of our financial status and a stronger idea of how to reach our goals in the future. During our process, James and Jeff worked hard to get to know us as people before even touching our financial goals. They appreciated our own priorities, our focus on our children, and knew that trust and open communication were valuable to us. After getting to know us, they have provided us with so much information that makes us more confident and capable in our financial goals. We not only feel like we have a strong understanding of where we are financially, but we have more flexibility with our finances than we expected when meeting with a fiduciary. Having gone from med school and residency with little money to having extra money in our paycheck, we knew it was important to play catchup on our financial goals. However, our goals combined with our student debt seemed unmanageable and overwhelming. We wanted a flat-fee advisory relationship so that our communication could be the focus and we could look at our entire financial plan (loans included). We weren't looking for someone who would push us to invest before we were ready and keep pushing. IM Wealth has done exactly that and understood our background completely. After sitting down with James and Jeff, we had a direction. We also had time frames, which relieved so much of our financial stress. It felt as if a huge weight was lifted and we had financial plans that were within reach. As we move forward in our jobs and families, we are at ease knowing that we have knowledgeable people who can help guide any financial worries we have and who know us as individuals with our own specific goals. We look forward to meeting and exceeding our goals for our family; knowing it's reachable is worth its weight in gold. We can't thank IM Wealth enough! ” — Scott & Selena Cressman

  • “I first met with Jeff upon moving to Grand Rapids after finishing residency in 2017. I felt overwhelmed with my student loan debt and was in the midst of learning about personal investing. Jeff helped me to organize my goals and with his assistance, I was able to pay off my significant loan debt while simultaneously saving. I appreciate my financial independence working with him and feel fully in control of my money. Jeff has made me feel much more comfortable for the future as my goals have changed with getting married and having children. I know he truly cares about my success.” — Jessica O’Neil

  • “As brand new attendings who recently finished fellowship, learning how to manage our money, retirement, and future has been the focus of our work with Jeff and IM Wealth. Throughout that process he has been extremely supportive and knowledgeable. He is so positive and encouraging! He tailors his advice to our unique needs and makes me feel confident that we are starting off our careers on the right foot. We recommend him to anyone who even mentions financial planning in our presence.” — Lauren Schmidt & Rahul Sharma