The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values. Success is not measured in performance statistics (a loser's game) but rather in progress toward achieving personal goals - the only real-life benchmark that counts - and avoiding bad decisions.
A CERTIFIED FINANCIAL PLANNER professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first. James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.
A CERTIFIED FINANCIAL PLANNER professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first. James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.
Services
IFG is an independently-owned financial planning and registered investment advisor, proud of the lasting client relationships formed since IFGs formation in 1991. Founding Principal Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER professional and an ACCREDITED INVESTMENT FIDUCIARY, dedicated to helping client families achieve and enjoy their goals.
Seeking a qualified CERTIFIED FINANCIAL PLANNER who is also an ACCREDITED INVESTMENT FIDUCIARY? IFG is an independent, fee-based financial planning and wealth management advisor specializing in retirement income planning and dedicated to helping clients achieve their financial goals and live the lives they desire.
CERTIFIED FINANCIAL PLANNER professional specializing in retirement planning primarily for clients located in Moorpark, Simi Valley, and Thousand Oaks, California - though a number do live in other states, including Florida. Jim began his wealth management career in 1991.
This is a course of study covering international standards of best practices for investment fiduciaries engaged in advising endowments, foundations, ERISA plans, and private clients.The curriculum is administered by The Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.
This is a course of study covering international standards of best practices for investment fiduciaries engaged in advising endowments, foundations, ERISA plans, and private clients.The curriculum is administered by The Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.
Can an advisor who offers retirement, property and casualty insurance, life insurance, and tax and estate planning really do it all and serve a client's best interests? I don't think so. To me, that's typically the mark of a product salesperson claiming to be a financial planner and advisor (the woods are full of those).
The Independent Financial Group does not take custody of client assets at any time; nor does IFG have access to client assets; nor does IFG receive any compensation or incentives of any description from the custodians selected. Client accounts are opened in the client's name at an independent third-party custodial firm which takes physical custody of client assets.
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