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 !

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Begin planning your financial future now!

Plan with a
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!

 

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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.

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Concerned about navigating the risks in life?

Understanding the Diversification Puzzle

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Recent Posts

Tax-Delayed Isn’t Tax-Free

Believe it or not, investing during working years was the easy part. Just keep accumulating! Even better, the money you put aside wasn’t taxable. Such a deal! Tax-delayed doesn’t mean tax-free however.

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