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The Independent Financial Group

Posted Jul 17, 2025 | Hits: 2 | Stock No: #0688
City:   Simi Valley
Zip:   93065

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Address : 2655 First St #250, Simi Valley CA 93065

Phone : 805-265-5416

Business Hour : Mon-Fri 9am-5pm

Website : https://indfin.com/

Google Plus Listing : https://www.google.com/maps?cid=13119445251258740911

Services We Offer : Asset Protection Planning, Estate Planning, retirement income planning, Social Security Planning, wealth management advisor

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Your Name: The Independent Financial Group
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