Holiday Office Hours - Office Closed
- Wednesday November 22nd through Friday November 24th for Thanksgiving
- Christmas Day through January 2nd 2024
Financial Planning
We believe advice is more important than products. Our job is to build a roadmap of creative strategies guided by your values to realize your vision.
Values Based Investing
Dedicated Values portfolios are built on the foundations of Faith, Family, and Freedom. You can invest without compromising what you believe.
Risk Protection
Risk management is foundational in any financial plan. We can help you determine what types of insurance and what level of coverage is right for your situation.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Entities listed here are separate and not affiliated with IFG".
* Voted by the readers Best of Lodi 2019