Receiving an inheritance?
Not sure how to manage it?
Before you make decision, it’s good to do your homework. You might find our report on managing inheritance money helpful. You can access it below.
Visit the IFG Website!
Arrange a brief 15-minute introductory phone call with Jim Lorenzen, CFP®, AIF® here.
Follow Jim on Twitter: @jimlorenzen
and also Jim’s MoneyBlog
Jim on LinkedIn
IFG on Facebook
Become an IFG client! Schedule your 15-minute introductory phone call here!
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice.
The Independent Financial Group is a fee-only registered investment advisor with clients located across the U.S. He is also licensed for insurance as an independent agent under California license 0C00742. Jim can be reached at 805.265.5416 or (from outside California) at 800.257.6659.
Interested in becoming an IFG client? Why play phone-tag? You can easily schedule your 15-minute introductory phone call!
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.