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

Plan with a
CERTIFIED FINANCIAL PLANNER® Professional

Who is also a Fiduciary Advisor

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.

A CERTIFIED FINANCIAL PLANNER® professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first. 

James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY® from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.

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?

Concerned about navigating the risks in life?

Understanding the Diversification Puzzle

IFG RESOURCES

Recent Posts

Which is Better: An IUL or a Roth IRA?  

When it comes to building a solid financial future, finding the right investment vehicle can be a daunting task. Comparisons are often made between an IUL (Indexed Universal Life Insurance) and a Roth IRA (Individual Retirement Account) as a choice between getting life insurance or investing in the stock market. While an IUL can give the appearance of doing both; however that’s not really the case – and, often, this can lead to unrealistic expectations.

Read More »

Connect

Schedule Your
20-Minute “Right Fit” Introductory Call Now!

Tools & Strategies

See our latest industry reports and blog articles! Click to get started.