Recent Articles & Publications from Financial Independence Group

We have produced the following articles and publications for our clients, for industry periodicals, or for national presentations to our colleagues:

Publications:

• The Super CLAT:  Double Your Clients' Tax Savings, Journal of Practical Estate Planning, June, 2000
• The Qualified Account Replacement Trust, Association of Advanced Life Underwriters National Teleconference, January, 2001
• The Family Focus Retreat, The Journal of Practical Estate Planning, October, 2006.
• The Ten Wealth Dilemmas, The Journal of Practical Estate Planning, January, 2007

Articles & Publications from Outside Sources

Below are articles, publications, and websites that we feel are excellent resources for our clients and associates who wish to learn more about specific planning areas:

NOTE:  These links will take you to other websites not affiliated with the Financial Independence Group.

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Financial Independence Group (FIG) is an Indiana Registered Investment Advisory firm. FIG does not render investment or financial planning advice through this medium. The information contained in this site is limited to providing you an overview of the firm and its services. Investment advice can only be given or services performed after all of the following conditions have been met:; 1. Delivery of FIG's Form ADV Part II to you. 2. Execution of a Letter of Understanding by you and the firm.

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