Investment and Financial Planning
Insurance is a Fantastic Investment
What you get from IFCG that you won’t get from your insurance company, is one on one coaching from an experienced advisor. Our advisors don’t only know insurance. Our advisors are trained to show you how to use and leverage insurance as well as other financial products to make safe investments.
Many insurance and financial products carry tax incentives and can assist you with achieving financial goals outside of planning for retirement or death.
The first thing we offer our clients is a free review of their personal finances, while we establish their goals and benchmarks. We then develop a plan to put those goals within reach.
What to Expect at Your No Obligation IFCG Consultation