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Nancy E. Tomasich, ChFC®, SE-AWMA™
Registered Principal / Owner
225-771-8620
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01. About Us

IFG, as an independently owned firm, are able to put the client first. Our approach is to work closely with you every step of the way. Our experience gives us the unique ability to analyze your situation to find the best solutions for your financial future.

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02. Our Philosophy

Our philosophy is simple, “Clients come first – no matter what”. Whether we work with Athletes, Professionals or other high-net worth families. We never vary from that simple philosophy, “Clients come first – no matter what”.

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03. Our Process

A strong planning process is the best way to create a more confident financial future. It is crucial to create a plan that seeks to protect your needs now, and plans for the future, in a tax-efficient, cost conscious manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

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