IMS Partners, Inc.

IMS Partners, Inc. We are a family-owned business. Julie McCarthy Decker and Paul F. McCarthy, III (brother and sister), together with their father, Paul F. MS Partners, Inc.

McCarthy, have helped numerous people plan a long and successful retirement. believes in providing our clients with more than just investment choices. We provide full financial planning for your retirement. Our program includes reviewing your investments, discussing your income needs, understanding your future goals, and putting together a plan designed to meet all of your expectations as well as

your dreams. We also believe that the perfect estate plan, regardless how large or small the estate, is one that meets your needs while you’re alive, provides for your spouse after your demise, and passes EVERYTHING to your beneficiaries. Services

Retirement planning, annuities, fixed indexed, indexed annuities, hybrid annuities, estate planning, tax planning, individual retirement plans, managed money, full service brokerage firm, portfolio management. Customers Served

Retirees in all stages of retirement and those who are planning for retirement. Licenses, Certifications, Accreditations

Certified Retirement Financial Advisor, Member, National Ethics Bureau, Independent Licensed Insurance Agent, Investment Advisor Representative (Florida). BIO
We are a family-owned business. We review your investments, discuss your income needs, understand your future goals, and put together a plan designed to meet all of your expectations as well as your dreams! We believe that the perfect estate plan, regardless how large or small, is one that meets your needs while you are alive, provides for your spouse after your death, and passes EVERYTHING to your beneficiaries!

Once you get to retirement, what are you going to do? Asking yourself some key questions as you approach that milestone ...
10/02/2023

Once you get to retirement, what are you going to do? Asking yourself some key questions as you approach that milestone can help you shape your vision of what’s next.

Once you get to retirement, what are you going to do? Asking yourself some key questions as you approach that milestone can help you shape your vision of what’s next.

Do something about it now.
09/29/2023

Do something about it now.

IRAs and 401(k)s, RMDs and 1099s. There’s a lot to manage on the way to retirement, some of which is easy to understand ...
09/27/2023

IRAs and 401(k)s, RMDs and 1099s. There’s a lot to manage on the way to retirement, some of which is easy to understand and some of which isn’t. The good news is we’re here to help make a little more sense of it all. Visit https://www.imspartners.net/ to begin navigating retirement today.

Being ‘ready’ involves more than just waiting as long as possible to start collecting your Social Security benefits.
09/25/2023

Being ‘ready’ involves more than just waiting as long as possible to start collecting your Social Security benefits.

Being ‘ready’ involves more than just waiting as long as possible to start collecting your Social Security benefits.

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while...
09/22/2023

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents. https://www.imspartners.net/

Is your view of wealth distorted? Is all your money in tax-deferred accounts? Are you hoping for unrealistic market retu...
09/20/2023

Is your view of wealth distorted? Is all your money in tax-deferred accounts? Are you hoping for unrealistic market returns? Don’t let these and other errors cost you in the long run. Contact us!

Is your view of wealth distorted? Is all your money in tax-deferred accounts? Are you hoping for unrealistic market returns? Don’t let these and other errors cost you in the long run.

When you look at your retirement strategy, does it take your feelings toward risk into consideration? Take our Color of ...
09/18/2023

When you look at your retirement strategy, does it take your feelings toward risk into consideration? Take our Color of Money Risk Analysis to get your risk score here: https://thefinancialhq.com/imspartners

When you retire can have a big impact on whether your money will last in retirement, but planning can manage the impact ...
09/15/2023

When you retire can have a big impact on whether your money will last in retirement, but planning can manage the impact of the markets’ bust cycles.

When you retire can have a big impact on whether your money will last in retirement, but planning can manage the impact of the markets’ bust cycles.

We are experienced when it comes to 401(k)s. Call our office at 321-837-0741 to learn strategies on how to avoid an IRS ...
09/13/2023

We are experienced when it comes to 401(k)s. Call our office at 321-837-0741 to learn strategies on how to avoid an IRS penalty and full taxation when making 401(k) rollovers.

On this day, we remember the lives lost and the heroes who emerged. We will never forget.
09/11/2023

On this day, we remember the lives lost and the heroes who emerged. We will never forget.

The journey to retirement can be full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for al...
09/08/2023

The journey to retirement can be full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Visit https://www.imspartners.net/ to begin the discussion about building a map to retirement today.

If your employer offers a self-directed brokerage account as an option, you can. But then the question becomes: Should y...
09/06/2023

If your employer offers a self-directed brokerage account as an option, you can. But then the question becomes: Should you hire an adviser to oversee your 401(k)? Call us today!

If your employer offers a self-directed brokerage account as an option, you can. But then the question becomes: Should you hire an adviser to oversee your 401(k)?

Address

4800 Dairy Road Suite 101
Melbourne, FL
32904

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30am

Website

Alerts

Be the first to know and let us send you an email when IMS Partners, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to IMS Partners, Inc.:

Shortcuts

Share

Category