Making sense of all the components of your financial life
The IG Living Plan looks at your whole financial picture.
Our IG Consultants will synchronize every aspect of your financial life such as your Cash Flow, Assets and Net Worth.
We do this by looking at the six dimensions of your financial well being:
Managing cash flow efficiently
We assess your cash and credit requirements to deliver flexibility and help optimize your taxes to help you thrive during major life events, while working toward your goals
Optimizing your retirement
Gain greater clarity and let us help you manage the risks of retirement, preserve your capital and create income to help support the cost of your future lifestyle and goals
Preparing for the unexpected
Create comprehensive strategies that provide, preserve, and protect your loved ones and those you care for.
Planning for major expenditures
Ensure you have flexibility with a balanced plan that allows you to take advantage of opportunities and helps make your financial vision a reality.
Sharing your wealth
Establish a well-constructed estate plan, tailored to your needs, that allows your legacy to continue on by supporting the causes and people you are passionate about.
Maximizing your business success
Take full advantage and engage holistic strategies to synchronize and enhance your business and personal financial plan.
Meet with us.
Let’s get the conversation started. Tell us about yourself and let us show you how a truly synchronized plan can make an immediate impact to both your short and long-term goals.Find an advisor