IMG Financial Group, Inc.

08/20/2026

08/18/2026

But no, really. Our interns were THE MOST helpful. We're already missing them!! 🥺

08/17/2026

Just over a week ago, we said "farewell" to our amazing interns. We could not be more proud of their work and contribution to IMG this past summer. And more importantly, we're so grateful for the front row seat we have to the great things they will go on to do. Thank you for spending your summer with us, Mateo, Jazmin, Jack, Miranda, and Anthony!

08/14/2026

Obviously, our interns were working hard.

08/11/2026

Please join us in congratulating Nick Morey on being named Associate Vice President at IMG Financial Group!

Nick has been part of the IMG family since 2019, helping lead our San Antonio team with a steady focus on financial planning. He's recently expanded his practice to serve families and small businesses in Austin as well, bringing that same thoughtful, "planning-first" approach to even more clients across Texas.

Congratulations, Nick! We're proud to have you on the team and excited to see this next chapter!

Nick Morey is a Registered Representative of Cetera Wealth Services, LLC.

08/10/2026

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:

1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.

08/07/2026

Another great takeaway from our summer intern Mateo — this time on what actually grows a financial advisor's practice. Spoiler: it's not just marketing or cold outreach.

It's referrals.

Mateo breaks down why word-of-mouth from happy clients is one of the most powerful tools an advisor has, and why the relationships we build today are what fuel growth tomorrow.
Take a look. 🎥

source: https://smartasset.com/advisor-resources/financial-advisor-prospecting-ideas

08/06/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

07/23/2026

When was the last time your retirement plan was reviewed with today's realities in mind?

As retirement gets closer, market swings and rising costs can feel a lot more personal. Our newest article walks through why coordination and flexibility matter more than ever, and shares five key questions worth bringing to your next advisor conversation.
Check it out here 👇

Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.