Get My Retirement Plan Started

Want to get started on getting retirement planning help?

The first step is to recognize all the issues involved and review your priorities! Here are two helpful pieces to get you started. Just click on the titles to open and download.

The IFGi_LifeGuide_Thinking_About_Retirement will help you go through the checklist of important issues to consider.

Are you considering whether to spend or rollover your 401(k) to an IRA. You might find this short video worth viewing:

The IFGi_RetirementPriorityReview will help you organize your priorities. You can download this form to your hard-drive and fill it in at your convenience!

Home_Office_Woman_On_Phone - The Independent Financial Group — *Fotilla Images*

Once you’ve collected your thoughts and priorities, you might want to schedule an introductory phone call with Jim Lorenzen, CFP®. You can avoid phone tag by using IFG’s convenient scheduler. You can arrange your call here.

Interested in becoming an IFG client? Why play phone tag? Schedule your 15-minute introductory phone call!

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER^® professional and An Accredited Investment Fiduciary^®in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

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“Right Fit” Introductory Call Now!

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Jim's Money Blog

Protecting Wealth from Inflation

July 15, 2024

We all know the Fed target is 2% inflation; but, since COVID-19 and all the accompanying spending, it’s been tough going for the Fed. While the rate of inflation has been slowly declining, it’s still stubbornly around 3% – and with people living longer, it can still spell disaster for those facing retirement, especially with longer life expectancies.

Key Retirement Milestones

June 25, 2024

Retirement milestones should actually begin the day you leave school and enter the workforce; but few people think about retirement at that age. They’re too busy starting careers. If they achieve early success, they won’t even be worried about retirement. It’s been my experience that it’s after age 50 they come through my door. By that time they’re done with stock tips and chasing rainbows. Age 50 has a way of making all of us start thinking.