Our Team

We are a team of forward thinkers, and to that end we have developed a business model that will transcend time, and follow client plans throughout their retirement years and ensure their estate planning fulfills the intended legacy. We will be there with you!
Our complex and ever-developing business model incorporates Vision, Mission, Core Values, Systems, Roles and Responsibilities, Training and Education.

Our Team

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Insurance & Estate Planning Specialist, I.G. Insurance Services Inc.