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Start Today!   It’s as simple as 1-2-3!

  1. Provide us with some basic information.
  2. Schedule your introductory phone call here!  Pick a time that’s convenient for you!
  3. 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 cfp@indfin.com.

Jim Lorenzen, CFP®, AIF®

THE INDEPENDENT FINANCIAL GROUP

A Registered Investment Advisor

Phone: 805-265-5416
Fax: 805-830-1138
Toll Free: 800-257-6659
E-mail: info@indfin.com
Ca. Ins. Lic. 0C00742

2655 First Street, Suite 250; Simi Valley, California 93065

 

 

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