Our team is our strength. Our team of professionals have the expertise and experience to address the complex needs of our clients. With an enhanced approach, we’re able to prepare a plan that is aimed at meeting your unique goals and objectives. Relying on expertise, guided by a disciplined approach and managing actively with a specific goal in mind, our services provide you with countless opportunities.
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:
Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.