About Insurance Money Moves Services

The Grandmaster Mindset:

Strategic Moves for Life’s Uncertainties

Our core team consists of business professionals with decades of investment and insurance expertise. Collectively we have over 100 years in this industry. We specialize in asset protection as it relates to retirement planning, strategic planning using advanced insurance concepts to help you reach your goals. Ensuring that on the worst day in any economy, your finances are in tact, and you can rest assured that you won’t run out of money.


As fiduciaries in an independent agency we have access to products and concepts that are not available to many advisors. Most captive agents (Agents employed directly by one company) can only recommend products that their company offers. We are not limited in our recommendations. We have access to the highest rated products across a large industry. We are contracted to represent many different Carriers, this gives us the ability to recommend products that are competitive. This reduces fees that would normally be passed on to you, and provides greater ability to grow and protect your assets, to accomplish your goals!


At Insurance Money Moves Services, we approach financial planning and insurance services with that same deliberate focus. Our role is to help you anticipate challenges, protect your assets, and position every move with precision.


We don’t just react to markets or circumstances. We think like strategists, not spectators.

WHY FAMILIES CHOOSE IMM

DRIVEN BY SERVICE, OUR CULTURE IS ROOTED IN THE FOLLOWING:
A black and white drawing of two hands shaking each other.
Trust
A black and white drawing of a trophy on a white background.
Authenticity
A black and white drawing of a magnifying glass on a white background.
Transparency
A black and white drawing of a shield on a white background.
Integrity
A black and white drawing of a graduation cap on a white background.
Learning
A black and white drawing of a triangle on a white background.
Empowerment

Testimonials

Business is never personal in most cases, strictly numbers and cold hard facts which we may not like but the IMM team has consistently found a way to customize my financial goals to the letter, and guide me to continued growth. I have known and been doing business with them for more than 20 years and I'm extremely ,,,happy with the results and his stellar service. His work ethic is top-tier and speaks volumes as to his character. , and it speaks volumes aboutI Highly recommend them to anyone in the market for their services.

Cheron (Shawn) D.

For almost a decade now, I’ve had the pleasure to have the Insurance Money Moves team for strategic planning. Their  professionalism, quick response to my inquiries has been truly phenomenal. They are always readily available to listen and provide professional advice. I’m grateful  of to have them in my corner as my advisor and would highly recommend them for those seeking professional financial advice, based on  strategic planning.

Marie G

When it comes to professionalism, honor,  attention to detail, and the delivery of promises, I am more than happy with my experience working with Insurance Money Moves Services over the past 12 years. I would recommend their services to anyone looking to protect their retirement assets and plan strategically for the future.



Terrance S.

As a Millennial building a foundation is important to me. The attention that the IMM team has given to these needs are impeccable. They have educated me on how insurance protects me and my loved ones and sets us up for financial success.  This will benefit my generation and the next one as well….leaving a lasting legacy. And teaching me how to use life insurance concepts strategically, as part of my financial plan!

Armando D.

Making decisions about pensions from my various jobs was a stressful time for me, but Thal made the process so much easier by handling the pension transfers on my behalf. That saved me both time and stress. I’m also very pleased with the funds Thal chose for me. They are always available to answer questions, Thal is someone I can truly rely on—and I’m very grateful for that. I would recommend the IMM team to anyone.



Roberta L.

A few years ago I was going to retire with a short fall in my month expenses, and Thal provided help by suggesting that I transfer my 401k Plan, (Stock market) to an Insurance Companies with the IRA.  I had been watching my stock investments decrease and decrease and I was just very tired of that kind on investing.  The Stock market was doing very poorly.  Investing in IRA’s with Insurance companies seemed like a good change and something I was interested in doing.  The bonus on my initial investment filled the shortfall in my month finances for me as well.  


The Insurance Money Moves team handled the entire switch of my 401k plan to two Insurance companies handled by his company.  I recommend to my family members and friends.  He is the BEST!! 


Lynn B

Let's Chat!

We Want To See How We Can Help You

Curious to learn more about our team and how we can tailor insurance solutions for you? Take the next step towards securing your future by visiting our Contact page. Whether you have questions or are ready to begin your journey with us, we're here to assist you. Reach out and let's start a conversation that matters.

Let's Chat