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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:
 

https://brokercheck.finra.org/

https://ifgsd.com/privacy-policy/  

WWW.FINRA.ORG

 

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.

Information provided is believed to be reliable, however, we 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 investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a 3rd party website you leave 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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