For over 25 years I have been helping individuals and families achieve their financial goals.
I take a holistic approach to your financial success by taking the time to understand all aspects of your financial and family life, including your goals and concerns.
Whatever your short or long-term financial goals – buying a home, paying for education, reaching your retirement goals or leaving a legacy – we will help you create a financial plan that moves and grows along with your life.
Together we will analyze 6 major areas of your financial life to help customize the plan to your situation.
Life is dynamic and always changing, so shouldn’t you have a plan that changes with you?
We call it the IG Living Plan™.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
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