IBG Financial Advisors
IBG Financial Advisors is an independent boutique group catering to the specific needs of our clientele.
Often we talk with people whose finances are an arbitrary collection of investment and bank accounts rather than a well-orchestrated financial strategy. Our professional advisors will add organization and structure to your finances, help you set milestones and reach financial goals.
We are committed to the long-term financial well-being of our clients.
Help PLAN FOR YOUR FUTURE:
Financial Planning – This is the core of any financial strategy. Generally, we can provide a foundational plan at no charge!
Investment Management –We can help deliver a strategy that is positioned to remain in your comfort zone while providing the needed growth or income to meet your objectives.
401k Rollovers & Retirement Planning – Whether you need guidance on employer based retirement plans, or help build a retirement income strategy we are here to assist.
Insurance Review – Have you evaluated your life and disability insurance policies to determine if they are the most cost effective and still provide the necessary protection? We can review them at no cost to help you better understand what you're paying for and how your money is invested.
Social Security Review – Have you wondered how to handle social security and when to claim benefits? We can analyze your circumstances and options to assist with a decision most beneficial to you.
We also offer a "second opinion service" at no cost if you would like to know our thoughts on your current strategy, financial plan or investments.
Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Independent Bank Group and IBG Financial Advisors are not registered broker/dealers and not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured Independent Bank deposits and are not FDIC insured. These products are not obligations of Independent Bank and are not endorsed, recommended or guaranteed by Independent Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.