IMANA Financial Services

IMANA endeavors to provide its members with tools to assist them in effectively managing their practices and wealth. IMANA is able to attain these services for our members at substantial discounts. 

 

401K

We are please to announce IMANA Member Services – a new retirement program that has been custom built for IMANA and its members

Cash Balance Plan

A Cash Balance plan is a trustee-directed defined benefit plan that specifies both the contribution to be credited to each participant and the investment earnings to be credited based on those contributions.

 

Health Savings Plan

An HSA is a tax-advantaged medical savings account paired with a qualified high deductible plan (HDHP) used to pay for qualified medical expenses.

h

Lifelong Learning

The Family Advisory and Philanthropy Services Reading List is an informational resource on a plethora of topics on family dynamics and philanthropic giving.

 

Interested or Need more information on the Financial Services?

Please fill out the form below or contact directly!

Carl H. Brandreth, ARPC | Pooled Plan Sales Consultant, Northeast Region

Phone: 443-475-3499 | Fax: 844-820-4338

Website: www.transamerica.com

10 + 4 =

Have a question? Get in touch.

Preferred Method of Contact

10 + 2 =

Locations:

Virginia: 9681 Main Street, Suite B, Fairfax, VA 22031

Phone:

202-559-3765

Fax:

630-932-0005

Email:

[email protected]

IMANA is a registered 501(c)(3) nonprofit organization. All donations to IMANA and IMANA Medical Relief are tax exempt. Tax ID: #36-4166125