Independent Financial Group

Our Mission

At IFG, we believe in empowering individuals to achieve financial clarity and security through personalized planning and investment strategies. We are dedicated to guiding you through the complexities of financial planning, offering guidance and support every step of the way.

Who We Are

Led by James Lorenzen, a Certified Financial Planner (CFP) and Fiduciary Advisor, IFG boasts years of experience assisting individuals in navigating various financial challenges. Our team comprises financial experts who are passionate about helping clients achieve their financial goals. We are committed to building close, collaborative relationships with our clients, understanding their unique needs and aspirations.

What We Do

We offer a comprehensive range of services designed to address your financial needs holistically. These include:

Retirement Planning

• Developing personalized plans to maximize retirement accounts, including IRAs and 401(k)s.
• Analyzing and optimizing your employer-sponsored plans.
• Creating a sustainable withdrawal strategy in retirement.

Wealth Planning

• Defining and prioritizing your financial goals.
• Developing an investment plan aligned with your risk tolerance and financial objectives.
• Implementing strategies to build and preserve wealth.

Tax Management

• Optimizing your investments and income for tax efficiency.
• Identifying potential tax savings opportunities.
• Assisting with estate planning and succession planning.

Additional Services

• Financial Education and Planning Tools
• Asset Custody and Secure Storage
• Investment Review and Portfolio Optimization

Our Approach

Our planning process is collaborative and individualized. We take the time to understand your unique needs, goals, and values. We work together to establish clear financial goals, prioritize your needs, and develop a customized plan to achieve them. We regularly review and adjust your plan to ensure it remains relevant as your life evolves.

Call to Action

Schedule your complimentary introductory call with IFG today and take the first step towards achieving financial clarity and security. We look forward to guiding you on your journey towards financial success!