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indfin.com

Independent Certified Financial Planner professional and Accredited Investment Fiduciary

Retirement income planning and wealth management by a Certified Financial Planner, and Accredited Investment Fiduciary serving clients since 1991.

http://www.indfin.com/

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CONTACTS AT INDFIN.COM

Lorenzen, Jim

PO ●●●119

Moo●●●ark , CA, 93020

US

1.80●●●●5416
1.80●●●●1138
cf●@indfin.com

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INDEPENDENT FINANCIAL GROUP

Lorenzen, Jim

27000 Th●●●●●●●●aks Blvd

Thou●●●●Oaks , CA, 91360

US

(805)●●●●●-8695
805-●●●●8690
JI●@IFP.COM

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Symantec (previously LiveOffice, LLC)

HIll, Zack

900 Corp●●●●●●●●ointe Dr

Culv●●●●City , CA, 90230

US

1.42●●●●8100
1.31●●●●5783
za●●●●●●●@symantec.com

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Independent Certified Financial Planner professional and Accredited Investment Fiduciary | indfin.com Reviews
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Retirement income planning and wealth management by a Certified Financial Planner, and Accredited Investment Fiduciary serving clients since 1991.
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1 info@indfin com
2 all about ifg
3 asset custody
4 faqs
5 all about you
6 financial conversation checklist
7 your values
8 your goals
9 business owners
10 retirement planning
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Independent Certified Financial Planner professional and Accredited Investment Fiduciary | indfin.com Reviews

https://indfin.com

Retirement income planning and wealth management by a Certified Financial Planner, and Accredited Investment Fiduciary serving clients since 1991.

INTERNAL PAGES

indfin.com indfin.com
1

Video Library | The Independent Financial Group

http://www.indfin.com/video-library

Your Advisor – Jim Lorenzen, CFP , AIF. The IFG Investment Philosophy. Your Life Data File. WhitePapers & Reports. White Papers & Reports. Schedule your introductory phone call with Jim here. Executive Compensation for Business Owners.

2

Your Values | The Independent Financial Group

http://www.indfin.com/your-values

Your Advisor – Jim Lorenzen, CFP , AIF. The IFG Investment Philosophy. Your Life Data File. WhitePapers & Reports. Your Life Data File. Want a copy of this info? Download our free PDF. What’s important to you? Directions: Rank each of the following values 1-16 (or more). You must ‘Rank’ each one, i.e., NO ties! Drawn from Ken Rouse, Putting Money in its Place). To accomplish something important in life, to succeed at what I am doing. To be able to appreciate beauty and be creative.

3

Financial Conversation Checklist | The Independent Financial Group

http://www.indfin.com/financial-conversation-checklist

Your Advisor – Jim Lorenzen, CFP , AIF. The IFG Investment Philosophy. Your Life Data File. WhitePapers & Reports. Your Life Data File. Want a copy of this info? Download our free PDF. Why are you looking for a planner? What do you think a planner can do for you? What past planning or financial experiences have you had? Are you committed to being involved in the process? How will you define planning success? What’s important to you? What is your wildest unfulfilled dream? Anything you want to address?

4

Blog | The Independent Financial Group | Retirement Planning and Wealth Management Solutions

http://www.indfin.com/jim-blog

Your Advisor – Jim Lorenzen, CFP , AIF. The IFG Investment Philosophy. Your Life Data File. WhitePapers & Reports. Annuity Income May Contain a Hidden Surprise. August 24, 2016. Jim Lorenzen, CFP , AIF. Jim Lorenzen, CFP. Annuity income may feel secure; but, is it really? Once you realize that money is worth only what it can purchase, the effects of inflation become woefully clear. Year, it would be around $27,700! Remember, there are different kinds of annuities:. When something sounds too good to be tr...

5

Calculator Library | The Independent Financial Group

http://www.indfin.com/calculator-library

Your Advisor – Jim Lorenzen, CFP , AIF. The IFG Investment Philosophy. Your Life Data File. WhitePapers & Reports. White Papers & Reports. Social security retirement income estimator. How does inflation impact my retirement income needs? Convert discretionary expenses to savings. How long will it take to double my money? How long until my savings reach my goal? Save now vs. save later. How much should I save to reach my goal? What will my current savings grow to? Calculate rate of return. Which is better...

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jimlorenzen.wordpress.com jimlorenzen.wordpress.com

Good Retirement Issue from Money Magazine! | Jim'sMoneyBlog

https://jimlorenzen.wordpress.com/2012/10/31/good-retirement-issue-from-money-magazine

Financial Opinion and Insights. Good Retirement Issue from Money Magazine! Jim Lorenzen, CFP , AIF. As much as I’ve been an unabashed critic of most of the financial media, I can’t help but noting that Money magazine’s October. Issue has some excellent articles about preparing for retirement; and I recommend picking up a hard copy to pass around to family members. Articles in this issue discuss things most people simply don’t think about in advance. Of Money – look for the. Do you trust them? October 31,...

jimlorenzen.wordpress.com jimlorenzen.wordpress.com

Today’s Election Day! Be sure to Vote! | Jim'sMoneyBlog

https://jimlorenzen.wordpress.com/2012/11/06/todays-election-day-be-sure-to-vote

Financial Opinion and Insights. Today’s Election Day! Be sure to Vote! Jim Lorenzen, CFP , AIF. Written by Jim Lorenzen, CFP , AIF. November 6, 2012 at 8:00 am. Laquo; Good Retirement Issue from Money Magazine! Are Risk Questionnaires A Waste of Time? IFG eZine Sign-Up Form. Email Subscription to Jim's Blog. Enter your email address to subscribe to this blog and receive notifications of new posts by email. Join 28 other followers. Blog at WordPress.com. Follow “Jim'sMoneyBlog”. Join 28 other followers.

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Are Risk Questionnaires A Waste of Time? | Jim'sMoneyBlog

https://jimlorenzen.wordpress.com/2012/11/08/are-risk-questionnaires-a-waste-of-time

Financial Opinion and Insights. Are Risk Questionnaires A Waste of Time? Jim Lorenzen, CFP , AIF. Are these things worth anything? 8230; or nothing. Risk questionnaires have played a major role in retirement and investment planning for as long as I can remember; and I’ve used them no less religiously than any other advisor. Frankly, I’ve always felt they were a little stupid. Product than anyone else in the office using the Secret in a Box software supplied by the product wholesaler. How can I help you?

jimlorenzen.wordpress.com jimlorenzen.wordpress.com

Market Guesswork Can Come Back to Haunt. | Jim'sMoneyBlog

https://jimlorenzen.wordpress.com/2012/11/13/market-guesswork-can-come-back-to-haunt

Financial Opinion and Insights. Market Guesswork Can Come Back to Haunt. Jim Lorenzen, CFP , AIF. People have been wondering what the stock market will do since they first began trading under the buttonwood tree in lower Manhattan. I read an article one of a zillion such articles that always get multiple opinions from people who invariably prove they never had a clue to begin with yesterday by Gil Weinreich, writing for AdvisorOne, You can find a link to it on the IFG Facebook page. Some point to past su...

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Independent Certified Financial Planner professional and Accredited Investment Fiduciary

The IFG Service Menu. Your Advisor Jim Lorenzen, CFP , AIF. The IFG Investment Philosophy. Your Life Data File. WhitePapers & Reports. Schedule your introductory call! Understanding the Diversification Puzzle. Integrating PERSONAL and BUSINESS Goals into your Planning is. Access your reporting and client vaults. Click to log in. See our latest industry reports and blog articles! Click to get started. Can You Tell the Difference Between a "Financial Advisor" and a.

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Independent Financial Advisors -  Welcome

Growing A Secure Future Together. We are a fee-only Registered Investment Advisory firm in the Central Arkansas area managing approximately $45 million for various clients. Our mission is to be. In todays ever changing investment landscape, we work diligently to adhere to and remain steadfast to our basic principles:. Disciplined, prudent investing. Knowledgeable, objective advice. Highly responsive, personalized service. Transparent and open communication. Independent Financial Advisors, Inc.

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