What is a Certified Financial Planner™?

Although many professionals may call themselves “financial planners,” CFP®professionals have completed extensive training, experience requirements, and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

How are you paid?

As a fee-based firm most of our revenue originates from fees paid for financial planning and/or investment management but when suitable we may use a commissionable product. All fees are clearly disclosed. Please contact us for more information.

Who is Independent Financial Group, LLC?

Headquartered in San Diego, California, Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors. Their commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables their affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.