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Building Wealth for Your Future

 BUILD YOUR WEALTH 

Investment Strategies

Strategize your investment according to liquidity, opportunity, and risk tolerance levels.

With over 30 years of financial and wealth-building experience, we pride ourselves on helping each individual overcome the barriers that hold back their financial potential. Cutting edge knowledge is what we utilize to bring opportunities to our clients.  Being focused on client's long-term visions, lifestyle goals and legacy building is the reason why we are successful in leading our clients to a future of financial freedom.

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Annuities

Looking for a tax-deferred product but afraid of the volatility of the market? What about wanting to participate in the market but needing some guarantee of the principal or future income? These options exist but with so many products available, it can be confusing.  Let us guide you in making the right choice for your future.

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THE COMPANY

OUR SERVICES

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Investment Advisor Representative offering securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Wealthcentric and IFG are unaffiliated entities. CA insurance license #0A88647.

 

Licensed to sell securities in the following states: CA, OR, NV, AZ, KS

 

Insurance is a product of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract. Please keep in mind Insurance companies alone determine insurability, and some people, for their own health or lifestyle reasons, are deemed uninsurable. No investment strategy can guarantee a profit or protect against loss.

 

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as an RR. These matters should be discussed with your tax professional.

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