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Wealth planning and tax-managed strategies for individual investors.

All about your advisor, the IFG philosophy, and answers to most frequently asked questions.

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CERTIFIED FINANCIAL PLANNER® Professional

Who is also a Fiduciary Advisor

Jim Lorenzen, CFP®, AIF®
James Lorenzen, CFP®, AIF®

The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values.  Success is not measured in performance statistics (a loser’s game) but rather in progress toward achieving personal goals – the only real-life benchmark that counts – and avoiding bad decisions.

You can begin planning your tomorrows right now!

 

Why wait for an advisor?

You can begin planning on your own right now with MyBlocks !

Begin planning on your own with MyBlocks !

It’s easy, safe, and secure!
Begin planning your financial future now!

Concerned about navigating the risks in life?

Understanding the Diversification Puzzle

IFG RESOURCES

Recent Posts

How To Do a 401(k) Rollover.

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

Read More »

How to Plan for a Tax Free Retirement

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

Read More »

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