Planning Your Future Without a Roadmap?

You want to begin planning your future life, but aren't sure how. You want help but don't know how to get stareted. Sound familiar? It should.

Despite the fact that the overwhelming majority of people who have advisors are happy with them, it’s not a majority of people that hire an advisor. Those that do tend to be high net worth families, which means that many who are among the so-called mass-affluent want help but are either unconvinced or don’t know how to begin. Planning your future without an experienced guide can be expensive.

Here’s a good way to begin your journey. Learn about MyBlocks. It’s an easy way for you to get started on your own and lay financial groundwork for all your tomorrows. Learn more here:

So, how do you get started? You can learn how here:

Concerned about security? I am. Being a Registered Investment Advisor,  CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®, security is critical to both my practice and my clients – and has been for more than thirty years. As you’ll see, the MyBlocks platform considers security important, too.

Ready? You can begin here or go to my Getting Started page.

Financial Goal Plan

You can get your journey started today!

Jim

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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.

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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