We can help Client Advisors & Consultants increase their business and improve the financial well being of their corporate and individual clients.
IRG’s principals have been working with the best plan designers and financial strategy consultants for more than 30 years delivering proprietary financial solutions in the areas of corporate cost control, corporate executive benefits, and high net-worth tax and wealth planning.
Using this experience, IRG is focused on delivering “best of class” software and proprietary financial strategies suitable for very specific types of corporate or individual clients. We dedicate our efforts to helping Client Advisors & Consultants understand these programs with an expectation that every professional working with us will demand a comprehensive due diligence analysis of any strategy plan or product that will be presented to their clients.
Once approval is given to us that one or more of our financial strategies can be presented, we help Client Advisors & Consultants identify and pre-qualify those clients who may be suitable for one or more of our proprietary strategies. Plan introduction is then scheduled with the client, Client Advisor/Consultant and the IRG Product Specialist.
IRG’s Product Specialists are the best in their field for the plans they present, implement and service. In all cases, they can provide you with past clients and national advisory firms (CPA firms and law firms) that have worked with them on other transactions. There is simply no other firm in the United States that has the breadth of unique plans, programs and specialists offered by IRG–Iconic Resource Group.
Talk to us and let us prove to you how we can provide tremendous value to your firm and your clients. Client Advisors & Consultants include all of the following: Financial Advisors, CPA firms, Property/Casualty Firms, Family Offices, Wealth Advisors, Financial Planners, Tax Attorneys and Estate Planning Firms.