Quick Facts

Answers to frequently asked questions

Experience?	Yes - over 30 years! Our team has helped our clients through many types of markets and economic climates.
Best Interest Standard?	Yes - this means that we are legally required to always put your interests first. We wouldn’t have it any other way!
Independent?	Yes - we are free to recommend only the most cost-effective products. No pushing proprietary funds that simply cost you more.
Credentials?	Yes - all clients will work with a team including a CERTIFIED FINANCIAL PLANNER® professional or a CHARTERED RETIREMENT PLANNING COUNSELOR™.
Investment Management?	Yes - risk-based asset allocations paired with a carefully planned strategy and the discipline to execute it consistently.
Financial Planning	Yes - custom financial planning to help you make sense of your current financial picture and provide a game plan for your future.
Minimum investment?	No - we know everyone has to start somewhere. We just ask that you commit to monthly auto-deposits so you’re always saving for your future.

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Important consumer information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD and IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY.

Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA / SIPC. Advisory services offered through Scarborough Capital Management, a federally registered investment Adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. IFG and Scarborough Capital Management are unaffiliated entities

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. 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 as 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.