My team and I work with a select group of high-income professionals and families to deliver comprehensive, holistic financial planning.
The needs of our personal and corporate clients extend to asset management, cash flow optimization, risk mitigation and legacy planning. Because investments are a matter of opinion, while taxes are a matter of fact, strategies and recommendations focus on how to maximize your after-tax returns during both the accumulation and distribution stages of life.
We develop a personalized, written plan for each client, and works closely with their other professionals to ensure everyone is on the same page, and clients are not left with the responsibility of implementation.
The clients we work with are typically incorporated professionals and business owners with an annual household income of at least $250,000.
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.