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What We Offer

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Comprehensive Financial Planning
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Portfolio Management
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Tax and Liability Evaluation
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Estate, Beneficiary and Titling Review
Retirement Planning
College Planning
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Insurance and Annuities
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Trusted Advisor Coordination
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Cash Flow Analysis

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment advisor. Member FINRA/SIPC. Sightline Wealth and IFG are unaffiliated entities. 

 

Licensed to sell securities in: CA, HI, MA, NV and WI.

Josh Hurd California Insurance License # 0I07160

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.

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https://www.finra.org

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https://www.sipc.org/

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http://brokercheck.finra.org/

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There is no assurance that any strategy will achieve its objectives

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©2019 by Sightline Wealth.

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