Advisory Solutions

Wealth management is about relationships. More and more consumers today are interested in relationship-focused advice rather than simply product offerings. Available through broker dealer, Independent Financial Group, you will have access to our robust investment research, integrated Web-based financial planning tools, and leading advisory platform that can help position you as the source of trusted, unbiased wealth management advice.

Our Process

FEE-BASED PROGRAMS

We sponsor and operate a complete spectrum of advisory products, from turnkey wrap programs to separately managed accounts (SMAs) to advisor-directed programs with an open architecture. Get access to programs for all types of clients and advisors.

Our History

INSURANCE

Whether you focus on insurance or deliver occasional insurance solutions from time to time, we give you the ability to meet your clients’ annuity, life, long-term care and disability insurance needs with top-ranked products.

Our Values

TRUST

Provide personal trust services to your high net worth clients, and choose from a selection of reputable vendors.

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IFG’s online, wealth management platform that allows you to efficiently and effectively manage client assets in a comprehensive fashion, tailored to your own investment management philosophy. Powered by Envestnet’s Technology, the platform helps meet the needs of today’s most demanding, most sophisticated clients. Being “Client-Centric”, AccessPoint employs a built-in four-step process that helps Advisors identify client goals, construct an appropriate strategy, implement the investment plan, and monitor its effectiveness through market cycles.

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