Jim Lorenzen, CFP, AIF; Principal The Independent Financial Group

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Jim Lorenzen, CFP, AIF; Principal The Independent Financial Group Retirement planning and wealth management. Founding Principal Jim Lorenzen, CFP®, AIF®. By Appoi License 0C00742.

The Independent Financial Group is a Registered Investment Advisor specializing in retirement, wealth management and income planning and investment advisory services for private clients. All financial planning and securities investment advisory services are provided on a fee-only basis. Founding Principal Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® and an ACCREDITED INVESTMENT FIDUCIARY® with more than two decades of private practice experience. Jim has been published in The Journal of Compensation & Benefits, The Profit Sharing Council of America’s Insights, and has been interviewed by The Wall Street Journal for SmartMoney magazine. He has also been interviewed for Sky Radio and heard on more than 19,000 American Airlines’ flights. Jim is also licensed for insurance as an independent agent under Ca.

Proven Investment Strategies for Ultimate Wealth Preservation has been published on The Independent Financial Group
12/10/2026

Proven Investment Strategies for Ultimate Wealth Preservation has been published on The Independent Financial Group

Learn investment strategies to preserve wealth as you approach retirement. Use balanced risk and income planning to protect your savings.

How to Cut RMDs and Dodge IRMAA Surcharges has been published on The Independent Financial Group
07/10/2026

How to Cut RMDs and Dodge IRMAA Surcharges has been published on The Independent Financial Group

You Have a Big Nest Egg… and a Big Tax Partner

How to Dodge Retirement Landmines: Ready for class? has been published on The Independent Financial Group
21/09/2026

How to Dodge Retirement Landmines: Ready for class? has been published on The Independent Financial Group

Understand ira decisions facing Boomers and practical steps to protect retirement, taxes, and Social Security.

Where Should I Put My Money Before Retirement? has been published on The Independent Financial Group
21/07/2026

Where Should I Put My Money Before Retirement? has been published on The Independent Financial Group

Where Should I Put My Money? If you have $500,000 or more to invest, you may be asking a deceptively simple question...

The Spousal IRA Rollover Mistake That Triggered a $100,000 Penalty. has been published on The Independent Financial Grou...
14/07/2026

The Spousal IRA Rollover Mistake That Triggered a $100,000 Penalty. has been published on The Independent Financial Group

Lucy inherited more than $2.5 million in IRA assets from her late husband, Bill. As a surviving spouse, she made a big spousal rollover mistake.

Retiring With a Large IRA Comes with Tax Traps has been published on The Independent Financial Group
02/07/2026

Retiring With a Large IRA Comes with Tax Traps has been published on The Independent Financial Group

Retiring with a large IRA is a good problem, but tax traps make planning more complicated and even more important than it’s ever been before.

What Happens if the Market Falls Just After I Retire? has been published on The Independent Financial Group
22/06/2026

What Happens if the Market Falls Just After I Retire? has been published on The Independent Financial Group

What if the Market Falls Just After I Retire? A market decline early in retirement can create risk. Learn how can help protect retirement income.

Retirement Tax Planning Between Work and RMDs has been published on The Independent Financial Group
12/06/2026

Retirement Tax Planning Between Work and RMDs has been published on The Independent Financial Group

Retirement tax planning before RMDs coordinates Roth conversions, Social Security, capital gains, Medicare premiums and more. They're all interrelated.

Is $2 Million Enough to Retire Comfortably in California? has been published on The Independent Financial Group
08/06/2026

Is $2 Million Enough to Retire Comfortably in California? has been published on The Independent Financial Group

Is $2 million enough to retire in California? See how spending, Social Security, taxes, Medicare, housing costs, and withdrawals affect retirement after age 62.

Index Annuities: Useful or Unnecessary Complexity? has been published on The Independent Financial Group
28/05/2026

Index Annuities: Useful or Unnecessary Complexity? has been published on The Independent Financial Group

Index annuities may offer protection and income, but they also bring caps, fees, tax issues, and complexity. Are there better alternatives?

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2655 1st Street, Ste 250

93065

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+18052655416

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