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Start Today!   It’s as simple as 1-2-3!

  1. Provide us with some basic information.
  2. Schedule your introductory phone call here!  Pick a time that’s convenient for you!
  3. Complete and return your IFGi_RetirementPriorityReview!
    (You can download and save it to your computer  before completing.  Return it to Jim prior to the Introductory Call.  Send it to cfp@indfin.com.

Jim Lorenzen, CFP®, AIF®

THE INDEPENDENT FINANCIAL GROUP

A Registered Investment Advisor

Phone: 805-265-5416
Fax: 805-830-1138
Toll Free: 800-257-6659
E-mail: info@indfin.com
Ca. Ins. Lic. 0C00742

2655 First Street, Suite 250; Simi Valley, California 93065

 

 

Can You Tell the Difference Between a “Financial Advisor” and a…

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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 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'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 with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.

Schedule Your 20-Minute
“Right Fit” Introductory Call Now!