info@indfin.com

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 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 with clients located in New York, Florida, and California. 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!

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

Connect with Us

Jim's Money Blog

To Roll or Not to Roll

May 13, 2022

Good question. Whether or not you should roll-over your retirement funds to an IRA….. it depends (#1 in the consultant’s handbook of responses).

Does The SECURE Act Make You More Secure?

April 29, 2022

Looking for retirement security?
Government spending has been out of control for decades and Congress needs to raise revenue. So, they passed The SECURE (Setting Every Community Up for Retirement Enhancement) Act in December 2019. It may secure the government’s future; but, one provision may make your heir’s retirement a little less secure.