IMS Partners, Inc.

Financial ServicesFlorida, United States2-10 Employees

IMS Partners, Inc. operates in the financial services sector, offering comprehensive retirement planning that goes beyond selecting investments. The firm reviews client portfolios, assesses income needs, and develops a holistic plan aimed at aligning with both current needs and long-term retirement goals, including considerations around estate arrangements to benefit spouses and beneficiaries. Based in Melbourne, Florida, the company emphasizes full financial planning for retirees and those preparing for retirement, serving individuals at various stages of retirement transition. The organization is family-owned, with siblings Julie McCarthy Decker and Paul F. McCarthy, III, alongside their father, highlighting a localized, client-focused approach. Its services span retirement planning, various forms of annuities, estate and tax planning, managed money, and full-service brokerage, supported by credentials such as Certified Retirement Financial Advisor and Independent Licensed Insurance Agent.

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