IMAGINE FINANCIAL SECURITY LLC

Overview

Imagine Financial Security LLC is an independent registered investment adviser that centers its work on individuals and families. The firm runs discretionary portfolio management and financial planning alongside periodic educational workshops. Its investment posture is equity‑oriented: public, exchange‑traded securities form the core of client portfolios, supported by mutual funds and targeted allocations to third‑party real estate investments for diversification. Fee arrangements are flexible — a mix of percentage‑of‑AUM billing together with hourly and fixed‑fee engagements — which supports both ongoing wealth management and standalone planning projects. Custody and operational plumbing are concentrated through a single major custodian, which the firm uses to execute and hold client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices