All About You

How to Plan My Retirement!

A common question, to be sure. Here’s how you can get the most from a relationship with an independent fiduciary advisor.

Get your guide here!

What are some of the things you should be thinking about?  Vanguard, long known for their low-cost funds and a favorite of individual investors, created a short report, “Learn How To Manage Your Retirement“.  You can download it here.  Also, you might find these resources helpful:

You might want to begin with a few of the resources below:

The Financial Conversation Checklist

This is a checklist of financial topics you may wish to discuss with your spouse. The list is rather extensive and you may wish to discuss some of the topics with your estate attorney or tax professional; but, it may serve as a welcome reminder of a few issues you may have overlooked.  Here’s our LifeGuide: Thinking About Retirement.

Decide on your priorities  –  This one is key!  If you choose to schedule an introductory call with Jim Lorenzen, you will be asked to complete this Priority Review and return it prior to the call.

Your Goals

It’s easy to overlook – or fail to prioritize – goals when arranging assets. This Goals Exercise might be helpful for you and your spouse to discuss. If you both do the exercise separately and then discuss the outcome, it might help you to arrive on the `same page’ when you get to the planning stage.   You can access the IFG Retirement Resources site to obtain tools you can use for your preparation.

Your Data

Knowing where everything is can be quite comforting, especially when you need certain pieces or information quickly at an important time. This Data Checklist can be a ‘lifesaver’; but only if you use it.

IFG-MGP_Retirement_Lifestyle_Workbook_Employed_001

Begin Assembling

Still working?  This workbook may be of help in getting all your data organized.  It isn’t a requirement for using IFG’s services,, but it’s a tool you might find helpful.

You can start putting it all together hereOr you can use MyBlocks!  See more about MyBlocks below.

Your Values

When prioritizing your goals, it’s worth to align them with your values. Here’s a Values Exercise that will help you do that.

How can you know if you and IFG might be a good fit? Here are a few clues.

You are likely a good fit if you are:

  • Interested in aligning your resources to support your long-term goals and values.
  • Ready to collaborate in crafting a life plan.
  • Ready to make significant financial decisions.
  • Interested in understanding why certain financial choices are made.
  • NOT interested in chasing investment tips and stories or trying to “beat the market”.
  • Able to maintain investment discipline according to your long-term plan when all of your friends are chasing investment short-term headlines, tips or fads.

If the above sounds like you, you are likely an excellent fit for IFG services.

You can get your plan started yourself with MyBlocks! You can view a brochure here.

Here’s how to begin your planning with MyBlocks!

Getting Started

Get your own planning started with MyBlocks

Blocks Menu – Retirement Focus

Want help from Jim Lorenzen, CFP? Here’s how you can get started with IFG!

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

Jim Lorenzen, CFP®, AIF®

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.

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

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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.

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