Jim Lorenzen, CFP®, AIF®

The Independent Financial Group


Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® serving private clients’ wealth management needs since 1991.   Jim is Founding Principal of The Independent Financial Group, a Registered Investment Advisor providing wealth management, retirement planning and investment advisory services.  He is also licensed for insurance as an independent agent under California license 0C00742.  

The Income For Life Model


This model helps those nearing or in retirement to address the 3 Big Risks by putting your retirement on "auto pilot".