Getting Started

Jim Lorenzen, CFP®, AIF®

Getting your retirement planning started is easy!

It’s as simple as 1-2-3:

1 – Decide on your Planning Priorities. Complete The Personal Planning Priority Review. Ideally, this form should be completed and returned prior to our introductory phone call. If you wait until our meeting, you should arrive for our meeting 15-minutes early to complete this form. Alternatively, you can download it for completion ahead of time.

2 – Schedule your introductory call. No telephone tag; just use this handy scheduler to choose a time! At the end of the call, you can decide if you would like to schedule a meeting. See How to Get Value from an Advisor Relationship.

3 – Prepare for our first meeting. You’ll need to gather the information necessary for our first meeting. Here’s the agenda and list of items you’ll need.

The office is easy to find, just off the #118 at First Street in Simi Valley.

The First Meeting. This is where we learn about each other and I will learn about your current situation – financially and personally – and what goals you want to achieve. This information will allow me to create a needs analysis for a second meeting. This analysis will show you where you stand today in relation to your life goals. You will also see what you can do to improve your outlook.

It all begins with a call. We can do a screen share call – about 20 minutes – which will help you understand the entire process and give you a chance to ask any questions you might have.

Schedule your call today! It’s easy!… and it may be the best decision you’ve made in a long time.

Items for your information:

IFG’s Privacy Policy
The Seven-Step Planning Process– describes the planning steps from the CERTIFIED FINANCIAL PLANNER® Board of Standards.
The Planning Process – charts the work flow and expected timelines. Not all steps apply to every situation.
You also might want to visit the “All About You” tab above for topics you may want to consider. If you’re married, they might be good topics of conversation with your spouse.

Jim

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!

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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.