IG Living Plan

The IG Living Plan is a holistic plan that considers your full financial life and looks at whether you’re saving enough, spending wisely, properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency and optimize your investments along the way.

The IG Living plan is step four of our process: Review Assessment. It is here where we will apply decades of experience, our industry leading designations and the the IG Living Plan to personalize and optimize your finances.

Want to know how your current plan can be improved?  Take the IG Living Plan Snapshot today and learn about area's of your finances that could use a second look.


👉 Want to learn more about how we create retirement plans? Click here to get your Free Retirement Assessment.