OUR SERVICES



Clients come to us because they need guidance on a variety of important financial matters, many of which are listed below:




Investment Management: For those who want to construct and build durable wealth:

*Ensuring your retirement income will be adequate
*Building an investment portfolio for income
*Incorporating an actively managed investment process
*Developing a plan in the event of major market declines
*Should you buy and hold or make adjustments as the economy changes.

Taxes: For those who don't like paying more income taxes than they have to:


*Reducing investment income taxes:
*Structuring an estate to reduce taxes being passed onto heirs
*Business transition & tax guidance
*Guidance on how to manage out-of-state or foreign property
*How to deal with IRS notices, liens and levies.

Estate Planning: For those who want to help protect their wealth and ensure their legacy wishes are met:


*Assistance with managing inherited assets and/or property:
*Setting up a family trust and other estate documents
*Proper titling of investment accounts and real estate
*Direction on gifting your home to your children and other strategies
*Family preparedness discussions.

Financial Planning: For those who have unique family needs and want a plan to guide them:


*Planning for a handicapped family member
*Alternatives for funding education
*Home buying and mortgage guidance
*Protecting assets from lawsuits
*Alternatives to financing medical expenses.






Securities and advisory services offered through Independent Financial Group, LLC (IFG) a Registered Investment Advisor. Member FINRA/SIPC. IFG and Continental Nine Financial Management, LLC are unaffiliated entities.


IFG Registered Representatives associated with this website my discuss and/or transact business only with residents of the states in which they are properly registered or licensed.


Information provided is from sources believed to be reliable however, we cannot guarantee or represent that is is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our website and assume total responsibility for your use or activity on the third-party sites.