Customized Transition Plan & Timeline
The IFG Experience
Embark on a seamless transition to IFG with a dedicated support team of experts who can tailor solutions for your practice.
Your Transition Partner
We understand making the transition to a new firm can be a challenge. We're proud to offer comprehensive transition support to our advisors. At IFG, transitioning is a smooth and efficient process, with the help of a dedicated transition team and personalized support.
The Transition Journey
Guidance
Assistance
Support
Dedicated Transition Team
More Time for you to Spend with Your Clients
Dedicated Home Office Transition Team
Connect with our team members to get started.
George Lazo
Manager Transition Services
Jessica Brungard
Recruiting & Transition Coordinator
Julia Kohan
Senior Recruiter
Service Oriented
Our Staff
We're here to get you the help you need right away. This means:
No Call Centers
Personalized Service
We Answer the phone
Clients Come First
Communications & Service
Access to Leading Investment Companies
Product Availability
Risk Management