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Financial Planning at a glance

Everyone should have a roadmap and a plan! Because I believe in this, I offer a basic plan for free!

1 hOn person or Online!

Service Description

I provide free of charge financial planning access for clients to aggregate ALL of their assets, not just what you invest with me! Pull together your IRA, 401K Checking, Savings, Stocks, Home and much much more. In addition to the desktop version, we also have an available app that allows you to know exactly where you are, no matter where you are!

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.

IFG Privacy Policy:https://ifgsd.com/privacy-policy/

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