Those who are approaching retirement know that it is not an event, rather a transition stage that is as unique as they are. It's an opportunity to explore new challenges and enjoy what matters most to them. Ultimately, everyone asks "Am I going to be ok?" Our clients are mature and focused. They are wanting to preserve their wealth and reach their goals in a tax-efficient manner.
Our process is collaborative - we recognize that your dreams and goals are as important as the assets that will help you realize them.
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.