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Our Services

Tax Preparation

As we continue to implement value-adding services for our clients and their families, we are happy to offer tax preparation through our advisor Kai Swick. As an enrolled agent, Kai offers tax preparation for individual/family, corporate, LLC, and trust returns. Everything can be done electronically or in person, whichever the client prefers. For more information or quoting, don’t hesitate to reach out to or give us a call at (760) 436-1985. Kai offers insurance independently from IFG. Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as an RR.

Tax Strategies 

Utilizing sound, tax efficient strategies can provide substantial financial savings. Unfortunately, most people are not aware of all of the tax breaks that can help them keep more of their income. We can help you understand the benefits of various tax-planning opportunities.

Retirement Planning 

The number one fear for many people is running out of money in retirement. With the uncertain future of Social Security benefits and a decrease in traditional pension plans being offered, individuals have to assume more of the responsibility in funding their own retirement. We are here to help guide you to a secure retirement with our extensive retirement planning experience and tools. Today, taxes and inflation are making it increasingly difficult for people to save enough money for a comfortable retirement. We aim to identify the most effective retirement planning vehicle for you to manage tax savings and save the most for retirement.

  • Rollover IRAs
  • Roth IRAs
  • SEPs
  • Simple IRAs
  • Tax Planning

Investment Management 

Our clients' needs are diverse. We construct our clients' investment portfolios after a thorough analysis of their investment objectives, risk tolerance, tax situation, and time horizon. Following a complete discovery process, we design a diversified investment strategy based on our clients' unique needs. Our investment methods include tactical, strategic and comprehensive asset allocation strategies. We are independent and unbiased so that our clients receive more unbiased investment options available in the industry.

We are proud to provide ESG asset management services.

Environmental, Social, and Governance (ESG) criteria are a set of standards for a company's operations that socially conscious, investors use to screen potential investments.

Direct Investments 

Unlike many of the large investment firms, we have the ability to utilize a wide variety of non correlated investment options to further diversify our client's risks. We develop specific strategies based on our clients' individual situations to help them attain their investment goals. We offer a variety of investment options such as: non traded REITS, Limited Partnerships, Oil and Gas Programs, Equipment Leasing Programs, etc.


Company pensions are no longer a primary source of retirement income. In the past 5 years Annuities have become an important part of investor's personal pension programs. We offer our client's investment options that can help them reduce taxes, seek protecttion against inflation, and provide for a more secure retirement. Depending on your situation, an annuity can provide a number of benefits.

Mutual Funds 

There are currently more than 20,000 mutual funds available to private investors. Each one has its own characteristics with specific investment opportunities and risks. We will work with to you to determine the right investment fit that will help you accomplish your financial objectives.

College Savings Investments 

A systematic savings plan and smart investment choices can make paying for college a reality. We can educate you on the different options available and help you select the most beneficial plan for your specific needs. We can help you with both 529 accounts and Coverdell ESA's. We also have extensive experience helping clients work through the Federal Aid for College (FAFSA) process.

Estate Conservation 

The legacy that people spend a lifetime building is often significantly diminished by the time it is passed on to their heirs. We help our clients with a plan that allows them to share their financial success with their family, friends, and charitable organizations. We provide solutions designed to reduce estate taxes and ensure assets are distributed according to our client's wishes.

Life And Long-Term Care Insurance 

We can guide you through the process to make sure you and your family are adequately protected. Planning to meet the financial needs of your family is an important and fundamental step in creating a sound financial strategy.