information@cinergyfinancial.com | (714) 210-0549

information@cinergyfinancial.com | (714) 210-0549

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- Identifying & Personalizing Financial Goals and Objectives
3 Step Process
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Our Value Proposition
3 Step Process
Financial Literacy
Targeted Retirement Advice
The REALM® Model

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Services at a Glance
Investment Management
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Risk Management Strategies
Estate Conservation
Identifying & Personalizing Financial Goals and Objectives

Financial Education

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Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable.
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