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Complex Problem Solving

Leverage my experience and out of the box thinking to address your financial concerns.

1 h
250 US dollars
In person or Online!

Service Description

Not sure what to do with your corporate stock options? Don't know what to do with your RSU? Need help with complex estate plans? Funding a buy sell agreement? Dealing with an inheritance or Trust? Do you have an old insurance policy with loans against it and don't know what to do? Are you getting ready to take pension distributions? On an hourly rate I am available to work on and review complex asset issues.

Disclosures:
 

Registered Principal offering securities and advisory services through Independent Financial Group LLC. A registered broker-dealer and registered investment advisor/ Member FINRA/ SIPC

Licensed to sell securities in the following states: AZ, CA, CO, ID, MT, NV, NC, RI, TN, TX, UT, WA 

Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as an RR. These matters should be discussed with your tax professional.​

This material is not intended to replace the advice of a qualified tax advisor, attorney, and accountant or insurance advisor. Consultation with the appropriate professional should be done before any financial commitments regarding the issues related to the situation are made.

Information provided is from sources believed to be reliable however, ge cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a 3rd party website you are leaving our site and assume total responsibility for your use or activity on third party sites.

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