YOUR MONEY'S

ESSENTIALS

ACCUMULATE & GROW WEALTH

 

PRESERVE & PROTECT WEALTH

 

DISTRIBUTE IT  TAX EFFICIENTLY
 
Values Based PlanningTibi Zohar
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Tibi Zohar

Values Based Planning

Internationally experienced financial professional with a wholistic method named Values Based Planning.

Specialist in creative retirement plans providing a predictable lifetime income with a tax-saving approach.

 

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and registered investment adviser. Member FINRA/SIPC. Custom Financial Planning and IFG are not affiliated.
 
Licensed to sell securities in the following states: CA, ID, TX & WA.
 
The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. 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 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.
 
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