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.
Your IG Consultant works closely with you to proactively understand your financial needs.
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.