Our passion for financial planning works from an inside-out perspective. We are first concerned with understanding the why of our clients (their individual motivators) before we work on the how (The Plan) and the what (investment options, insurance portfolio, etc.).
We have a background of educational and work experience that uniquely combines mathematical skills, accounting, business, and income tax awareness with small business experience and knowledge to provide you with a comprehensive and thorough planning approach.
We care deeply about living beyond ourselves for fulfillment and contentment. Our greatest desire is to help people grow beyond their initial dreams while giving them superior personal service in the process of pursuing that single-minded desire.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.