Jim'sMoneyBlog

Financial Opinion and Insights

Merry Christmas!

Jim Lorenzen, CFP®, AIF®
Jim Lorenzen, CFP®, AIF®

Enjoy the holidays!!!

 
Jim
 
 
 
 
 
 
 
 
 
 
 

Jim Lorenzen is a Certified Financial Planner® and an Accredited Investment Fiduciary® in his 20th year of private practice as Founding Principal of The Independent Financial Group, a fee-only registered investment advisor with clients located in New York, Florida, and California.   IFG provides investment and fiduciary consulting to retirement plan sponsors and selected individual investors. Plan sponsors can sign-up for Retirement Plan Insights here.  IFG does not sell products, earn commissions, or accept any third-party compensation or incentives of any description.  Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader.  The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

Written by Jim Lorenzen, CFP®, AIF®

December 20, 2011 at 8:05 am

Posted in Holidays

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