• It's your retirement...

    Are you in the driver's seat?

  • Vision

    Addressing Tomorrow's Needs Today

  • Integrity

    Plan Well. Live Well...

    Building Relationships Built on trust

  • Experience

    The knowledge and perspective to make a difference

Independent Financial Group, LLC

The Power of Independence

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.

Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary products. This enables our affiliated representatives to focus on their clients individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.

Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC.

Independent Financial Group is a national independent broker-dealer firm with corporate headquaters in San Diego, California.

Each Independent Financial Group office is independently owned and operated. Registered representatives of Independent Financial Group have access to a full array of non-proprietary investment products as well as the tools and research necessary to provide the highest quality investment solutions. In addition, our relationship with Pershing, a clearinghouse subsidiary of the Bank of New York Mellon Corporation, allows us to provide efficient trade execution and processing. These relationships translate to access to some of the world’s most powerful investment companies for our clients.  

Advisory and Financial Planning services are offered through Global Planning, Inc.® (GPI), a Registered Investment Advisor located and registered in Colorado are a distinct and separate offering from the securities and related services that may be offered through Independent Financial Group, LLC (IFG) Member FINRA & SIPC.  GPI and IFG are unaffiliated.

GPI advisors are currently registered with IFG to offer securities in the following states: Alaska, Arizona, California, Colorado, Connecticut, Florida, Illinois, Iowa, Michigan, Missouri, Nebraska, New Jersey, New York, Oregon, Texas, Washington, and Wyoming. 

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