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IFG Services for Business Owners

Business Solutions

  • Executive compensation
    Executive bonus
  • Key person protection
    Protecting the business from loss of a key employee
  • Supplemental Executive Retirement Plans
    When 401(k)s are not enough
  • Business Continuation
    One-Way, family, and third-party Buy-Sell solutions
  • Informal Business Valuation
    For strategic planning, financial decisions and retirement planning
  • Business Succession
    Transferring the business at a fair price

Exit and Retirement Planning

  • Discovery, goal definition and prioritization, risk assessment
  • Wealth accumulation, preservation and dis-tribution strategies
  • Retirement planning accumulation and tax-free income strategies
  • Social Security optimization
  • Situation needs analysis
  • 24/7/365 Plan access with auto external data updates.
  • Asset allocation review with risk and prob-abilities analysis
  • Insurance review
  • Plan creation working with a CERTIFIED FINANCIAL PLANNER®(CFP®) professional

Investment Advisory

  • Investment Policy Statement (IPS) construction – based on a formalized plan
  • Independent/objective investment and management due-diligence, screening, and selection
  • Advisory and oversight services provided by an ACCREDITED INVESTMENT FIDUCIARY® (AIF®).
  • Independent and objective third-party reporting
  • Secure 24/7 account access
  • Institutional management available for selected accounts

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.

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Jim's picture
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.
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Jim's Money Blog

How to Create A Risk-Free Investment Strategy.

November 13, 2023

So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.

Read More »