Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 65+ years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Estate and legacy planning
We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving.
What our clients say
“Over the years, I have come to know and trust Ray to responsibly handle my investments and insurance planning needs.”
- Dr. Stuart Brimmel: Chiropractor
“There is a saying ‘Failing to plan is planning to fail.’ My goal was to be able to retire before age 60. Working with Ray we put a financial plan together that realized my goal. Thanks Ray for helping with the plan.”
- Oscar Mattas: Retired, Professional Engineer
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Are you getting the tax and estate planning advice you deserve?
Discover crucial gaps in your estate plan and ways to maximize tax savings. Find out if you’re getting the kind of tax and estate advice that can really boost your financial plan.
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