Jim Lorenzen, CFP®, AIF®
Serving pre-retirees & retirees managing the transition to retirement since 1991
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Serving Clients Nationwide
Serving pre-retirees & retirees managing the transition to retirement since 1991
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Social Security Optimization
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
- Withdrawal Sequencing
About Jim Lorenzen, CFP®, AIF®
Hi, I'm Jim Lorenzen. I am a CERTIFIED FINANCIAL PLANNER® professional and an ACCREDITED INVESTMENT FIDUCIARY® serving private clients' wealth management needs since 1991. I am Founding Principal of The Independent Financial Group, a Registered Investment Advisor providing wealth management, retirement planning and investment advisory services.My background includes founding, building, and selling five successful businesses and international consulting. I have been headline speaker at more than 500 national and international association and corporate conventions for clients such as Foster Grant, Hobie Cat, CapCities/ABC, H.R. Textron, Hearst Corporation, The National Management Association, the National Newspaper Association, and Cox Communications and have been featured on American Airlines' Sky Radio heard on more than 19,000 flights, as well as in The Wall Street Journal's SmartMoney magazine, The Profit Sharing Council of America's Insights; also published in the Journal of Compensation and Benefits, NASDAQ, and in scores of national and international association trade publications.
Retirement has been my specialty since I first hung out my shingle back in 1991. Since then, I've been helping people nearing or in retirement with their planning and execution of investment and tax strategies designed to preserve wealth so they can sleep at night — not having to wonder where their money is. I do not have access to, nor do I take custody of, client funds at any time. Your investments are held in YOUR name at an independent third-party custodian.
I am also licensed for insurance as an independent agent under California license 0C00742.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
2655 First Street, Suite 250, Simi Valley, CA 93065
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. During this introductory phone call, you'll learn about my practice and have the opportunity to ask any questions about how IFG serves clients. At the end of the call, you can decide if you'd like to schedule a full first meeting, which can take place either online or in person at my Simi Valley office, where I'll learn about your current financial situation, your goals, and what you want to achieve so we can determine whether IFG is the right fit for you. I look forward to speaking with you.Offers Investment Management
Yes
About The Independent Financial Group
The Independent Financial Group is a Registered Investment Advisor established in 1991, providing retirement planning and wealth management services to private clients concerned with securing the future for themselves and their families.At IFG, we act as your personal professional navigator and shopper in the financial marketplace, helping you assemble your own independent team of financial service providers and molding them into a seamless organization working for you. Rather than being caught in a 'bundled' solution, our approach allows maximum flexibility — you can replace any team member, including IFG, without disturbing the rest of the organization. It is your independent financial group, not ours.
We specialize in crafting wealth design strategies around life goals using a proven planning process coupled with a cost-conscious, objective, and non-conflicted risk management philosophy. We do not take custody of client assets at any time — client assets are held in trust in the client's name at an independent third-party custodian. Our services are most appropriate for individuals and families with investment portfolios of $500,000 or more.
Education
Emory & Henry University, Bachelor's Degree, Economics
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Gen X
- Intergenerational Families
- Living in Retirement
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