Services

Our Services

Who We Serve

By discerning the three things you love doing most in your work and outsourcing the rest you’ll find greater value in your time and peace of mind, knowing that someone is in your corner and has you covered. We bring our expertise and strategic partnerships to bear, filling gaps in your financial, investment, tax, insurance, estate, legal, and business planning, maximizing alpha on all fronts.

Ultra-High-Net-Worth Families and Individuals

- Advanced Estate Planning
- Legacy Planning
- Elder Law Planning
- Higher Education Savings
- Tax Planning
- Retirement Planning
- Wealth Management
- Investment Management, Planning, and Advice
- Financial Modeling, Planning, Strategy, and Analyses
- Insurance Planning, Management, and Services
- Risk Management
- Expense Planning
- Securities-based lending

Disclosures

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Senglaub Financial Group and IFG are unaffiliated entities. Check the background of this firm on BrokerCheck. Registered to offer securities in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KY, LA, MN, MS, MT, NV, NY, OK, TN, TX, VA, WA, WI

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Resources

Contact

3960 Hillside Dr, Ste 201
Delafield, WI 53018