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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:
 

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

IFG OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130.

 

IFG Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

 

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. Consultations with the appropriate professional should be made before any financial commitments regarding issues related to the situation are made.

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