Can You Tell the Difference Between a "Financial Advisor" and
a CERTIFIED FINANCIAL PLANNER® professional?

Certified Finacial Planner

Wealth planning and tax-managed strategies for individual investors.

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

What are your values and your life goals?

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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 !

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Begin planning on your own with MyBlocks !

It’s easy, safe, and secure!
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Concerned about navigating the risks in life?

Understanding the Diversification Puzzle

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