IFG Services for Business Owners

Business Solutions

  • Executive compensation
    Executive bonus
  • Key person protection
    Protecting the business from loss of a key employee
  • Supplemental Executive Retirement Plans
    When 401(k)s are not enough
  • Business Continuation
    One-Way, family, and third-party Buy-Sell solutions
  • Informal Business Valuation
    For strategic planning, financial decisions and retirement planning
  • Business Succession
    Transferring the business at a fair price

Exit and Retirement Planning

  • Discovery, goal definition and prioritization, risk assessment
  • Wealth accumulation, preservation and dis-tribution strategies
  • Retirement planning accumulation and tax-free income strategies
  • Social Security optimization
  • Situation needs analysis
  • 24/7/365 Plan access with auto external data updates.
  • Asset allocation review with risk and prob-abilities analysis
  • Insurance review
  • Plan creation working with a CERTIFIED FINANCIAL PLANNER®(CFP®) professional

Investment Advisory

  • Investment Policy Statement (IPS) construction – based on a formalized plan
  • Independent/objective investment and management due-diligence, screening, and selection
  • Advisory and oversight services provided by an ACCREDITED INVESTMENT FIDUCIARY® (AIF®).
  • Independent and objective third-party reporting
  • Secure 24/7 account access
  • Institutional management available for selected accounts