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 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!
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.
