Customer Relationship Summary and Additional Information
Jim Lorenzen, CFP®, AIF®
Welcome to the IFG Disclosures page!
Here you’ll be able to easily access disclosures for The Independent Financial Group. Much of the language is mandated, including the questions, form, and length; however, since mine is a solo private practice, you should find my business model and much of the language comparatively easy to understand. Naturally there are links to additional information and you’ll find even more here on my website, including links that will enable you to check on the disciplinary history of any advisor you are considering.
You can access my Customer Relationship Summary (CRS) here.
You can access The Independent Financial Group’s ADV filing here.
If you have any questions, feel free to call me at 805.265.5416 or email me: email@example.com.