As a Planner at IM Wealth Partners, Steve enjoys the opportunity to work directly with the executive team including CEO and Founder Ian Meierdiercks. Steve Ference offers a comprehensive financial planning experience — a one-stop-shop where clients can coordinate nearly every aspect of their finances with advisors they can trust.The team at IM Wealth Partners is focused on helping clients achieve their financial goals and believes in thoroughly educating clients while bringing clarity and trackability to the financial planning process.Steve’s experience working with entrepreneurial spirited business owners and executives has allowed him to take a complex process and simplify it, empowering families and positively impacting lives.If you’re ready to take control of your finances and develop an intelligent and realistic plan for today and tomorrow, please contact Steve today.Steve proudly holds series 7 and 66 securities licenses, as well as life, accident and health insurance licenses.Investing involves risk, including the possible loss of principal invested. Neither Ian Meierdiercks nor IM Wealth Partners make any guarantees or claims to provide legal, mortgage, accounting or tax-preparation advice. You should consult your tax and legal advisors for your specific situation. Securities offered through SA Stone Wealth Management Inc., Member FINRA and SIPC. Advisory Services offered through SA Stone Investment Advisors Inc.