Jim Cfp's Contact Details

Jim Cfp's Company Details

The Independent Financial Group

Simi Valley, California, United States • 2 Employees
Financial Services

THE INDEPENDENT FINANCIAL GROUP is an independent practice financial consultancy and a Registered Investment Advisor established in 1991. IFG provides retirement planning and wealth management services to private clients concerned with securing the future for themselves and their families.The IFG name doesn't refer to a group of people organized to sell products; instead it refers to what IFG does for the client. IFG acts as your personal professional navigator and shopper in the financial marketplace, helping you assemble your own independent team of financial service providers and molding them into a seamless organization working for you. This approach gives the client control. Rather than being caught in a 'bundled' solution, this approach allows the client maximum flexibility. This is the approach that allows the client to replace any team member, including IFG, without disturbing the rest of the organization. It is the clients' independent financial group, not IFG's.IFG utilizes state-of-the art technology to custom-tailor planning, management, reporting, due-diligence, custodial, and analytical functions from independent service providers into a seamless client solution.Founding Principal Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® (CFP ®), an ACCREDITED INVESTMENT FIDUCIARY® (AIF®), and is licensed for insurance as an independent agent under California license #0C00742.