Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.
We help you manage every aspect of your financial life with confidence.
Our process integrates tax, estate, retirement, and insurance strategies into one cohesive plan that evolves as your life and priorities change.
With 50 years combined experience and a reputation for responsive service and proactive guidance, we ensure every decision is clear, coordinated, and aligned with your vision for the future.
