Impera Wealth Management - Cynthia Thompson
- Financial Planning Consultants & Services
I have been in the financial industry since 2004. As a Chartered Retirement Planning Counselor or CRPC and Accredited Asset Management Specialist or AAMS, I work with experts to evaluate the investments and insurance needed to plan for retirement cash flow for extended lifetimes in retirement. I also work with small and large size companies in designing retirement and deferred compensation benefits. Also able to offer other defined benefit planning and Top Hat plans for small to medium size companies. As an independent contractor I am able to offer several platforms and work with plan sponsor to evaluate best fit for their company. Securities are offered through the Raymond James Financial Services Platform.
Specialties: Full selection of investment platforms for retirement plans from SEP to 401k plans. Stocks, Bonds, mutual funds, commodity linked funds, alternative investments. We also have lending capabilities for full high net worth services. Life insurance, disability insurance, key man policies and long term care insurance and financial planning services.
Conference Center available at 1180 West Causeway Approach in Mandeville. Located in office complex behind Carreta's Grill.