Personal Information
Entreprise/Lieu de travail
Montecito, California United States
Profession
Financial advisor
Secteur d’activité
Finance / Banking / Insurance
Site Web
filippiniusa.com/
À propos
Ian Filippini is a Registered Representative offering securities and Advisory Services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor.
Member FINRA and SIPC. IFG and FFG are not affiliated. OSJ Branch: 12636 High Bluff Drive, Suite 100, San Diego, CA 92130. Licensed to sell securities in the following states: CA. Licensed to sell insurance in the following states: CA. CA Insurance License #0D95876. Filippini Financial Group, Inc. and Independent Financial Group, LLC are independently owned and operated.
Mots-clés
ian filippini
investing
insurance
credit
retirement
estate plan
capital gains
life insurance
estate planning
financial aid
financial planning
retirement plans
generation-skipping
marital trust
estate tax
gifting stock
family-owned businesses
flp
family limited partnership
estate taxes
estate settlement
executor
trustee
living will
gifting strategies
living trusts
wills
business entity
cafeteria plan
continuation plan
deferring compensation
tax-deferred annuities
tax benefits
home ownership
home office deductions
gift giving
gift tax
dividends
investment strategy
mutual funds
stocks
529 plans
college financial aid
scholarship opportunities
federal loans
college funding
savings plan
college tuition
cost of college
financial decisions
cash flow
financial statements
sell your home
time value tips
assets
life cycle planning
budgeting
private mortgage insurance
homeowners insurance
health insurance
automobile insurance
permanent insurance
term life insurance
debt
mortgage lending
mortages
borrowing
credit cards
retiring early
social security
living expenses
income gap
golden years
roth ira
Tout plus
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Personal Information
Entreprise/Lieu de travail
Montecito, California United States
Profession
Financial advisor
Secteur d’activité
Finance / Banking / Insurance
Site Web
filippiniusa.com/
À propos
Ian Filippini is a Registered Representative offering securities and Advisory Services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor.
Member FINRA and SIPC. IFG and FFG are not affiliated. OSJ Branch: 12636 High Bluff Drive, Suite 100, San Diego, CA 92130. Licensed to sell securities in the following states: CA. Licensed to sell insurance in the following states: CA. CA Insurance License #0D95876. Filippini Financial Group, Inc. and Independent Financial Group, LLC are independently owned and operated.
Mots-clés
ian filippini
investing
insurance
credit
retirement
estate plan
capital gains
life insurance
estate planning
financial aid
financial planning
retirement plans
generation-skipping
marital trust
estate tax
gifting stock
family-owned businesses
flp
family limited partnership
estate taxes
estate settlement
executor
trustee
living will
gifting strategies
living trusts
wills
business entity
cafeteria plan
continuation plan
deferring compensation
tax-deferred annuities
tax benefits
home ownership
home office deductions
gift giving
gift tax
dividends
investment strategy
mutual funds
stocks
529 plans
college financial aid
scholarship opportunities
federal loans
college funding
savings plan
college tuition
cost of college
financial decisions
cash flow
financial statements
sell your home
time value tips
assets
life cycle planning
budgeting
private mortgage insurance
homeowners insurance
health insurance
automobile insurance
permanent insurance
term life insurance
debt
mortgage lending
mortages
borrowing
credit cards
retiring early
social security
living expenses
income gap
golden years
roth ira
Tout plus