About My Practice
The Independent Financial Group does not refer to a group of people organized to sell products. IFG has been helping people create and manage wealth since 1991 through sound independent planning and the custom-tailoring of solutions required to meet client goals. It is an Independent Financial Group that belongs to the client, not IFG. IFG unbundles the process to provide the client with transparency.
IFG provides fee-only financial planning and investment advisory services to selected private clients. Where term or permanent insurance is a desired or required tool to implement a needed solution, IFG is compensated by commissions. IFG Founding principal Jim Lorenzen is licensed for insurance as an independent agent under Ca. insurance license #0C00742.
IFG helps successful people – business owners, professionals and corporate executives - get their financial lives in order and keep it that way forever. The idea is to get and stay on a path towards the future they want.
IFG planning and investment advisory services include:
Consulting on current and post-career business interest
You can schedule your 15-minute introductory phone call here!
Founding Principal of IFG with more than 20 years’ experience helping clients navigate financial decisions. Published in The Journal of Compensation & Benefits, The Profit Sharing Council of America’s Insights, and numerous other publications and newspapers. Jim’s also been interviewed by The Wall Street Journal for SmartMoney magazine as well as by American Airlines’ Sky Radio heard on more than 19,000 AA flights. In addition, Jim has been the headline speaker at more than 500 conventions throughout the United States, Canada, and the U.K., for clients such as Hearst Corp., CapCities/ABC, Foster Grant, Hobie Cat, and others.
Jim also has international experience in commercial finance and management consulting. He had also founded, built, and sold five successful publications.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance: California
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - ACCREDITED INVESTMENT FIDUCIARY®
Considerations: Financial Planning and investment advisory services are provided fee-only. Insurance, when required, is placed on commission. You can avoid phone tag and schedule a 15-minute introductory phone call at http://tinyurl.com/IFGIntroCall.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.