Broker Check

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Life Moves Pretty Quick

Preparing now is the first step to enjoying your time in the fast lane.  Speak with James Peters or Phil Dedinsky today to plan for tomorrow.

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WELCOME TO INVESTMENT MANAGEMENT & ASSOCIATES

We’ve all been there. It can be tough working your way to the top. We know how to disrupt the status quo and we want to help you do the same.

It's your life, you should live it the way you want. We believe that knowledge leads to independence. Together we’ll leverage your goals with smart financial advice to ensure you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help

Let's Get Started

We’re here for you!

James Peters and Phil Dedinsky have over 50 years of combined experience working with clients. We are currently licensed in 7 states and welcome the opportunity to work with new families and small businesses.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Retirement

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Lifestyle

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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