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Investing in your life.
Our Leadership
Client Services
Regional Specialists
Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.
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: