Start Today! It’s as simple as 1-2-3!
- Provide us with some basic information.
- Schedule your introductory phone call here! Pick a time that’s convenient for you!
- Complete and return your IFGi_RetirementPriorityReview!
(You can download and save it to your computer before completing. Return it to Jim prior to the Introductory Call. Send it to firstname.lastname@example.org.
Jim Lorenzen, CFP®, AIF®
THE INDEPENDENT FINANCIAL GROUP
A Registered Investment Advisor
Toll Free: 800-257-6659
Ca. Ins. Lic. 0C00742
2655 First Street, Suite 250; Simi Valley, California 93065
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