1. Services for Business Owners
Business Solutions
 Executive compensation
Executive bonus
 Key person protection
Protecting the business from loss of a
key employee
 Supplemental Executive Retirement Plans
When 401(k)s are not enough
 Business Continuation
One-Way, family, and third-party
Buy-Sell solutions
 Informal Business Valuation
For strategic planning, financial decisions
and retirement planning
 Business Succession
Transferring the business at a fair price
Exit and Retirement Planning
 Discovery, goal definition and prioritization,
risk assessment
 Wealth accumulation, preservation and dis-
tribution strategies
 Retirement planning accumulation and tax-
free income strategies
 Social Security optimization
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 Situation needs analysis
 24/7/365 Plan access with auto external
data updates.
 Asset allocation review with risk and prob-
abilities analysis
 Insurance review
 Plan creation working with a CERTIFIED FI-
NANCIAL PLANNER®(CFP®) professional
Investment Advisory
 Investment Policy Statement (IPS) construc-
tion
- based on a formalized plan
 Independent/objective investment and
management due-diligence, screening, and
selection
 Advisory and oversight services provided by an ACCREDITED INVESTMENT FIDUCIARY® (AIF®).
 Independent and objective third-party
reporting
 Secure 24/7 account access
 Institutional management available for
selected accounts
Jim Lorenzen, CFP, AIF
THE INDEPENDENT FINANCIAL GROUP
A Registered Investment Advisor
California Insurance License #0C00742
805.265.5416 ♦ cfp@indfin.com
Indfin.com/business
By Appointment Only
2655 First Street, Suite 250; Simi Valley, Ca. 93065