The IFP Group, Inc.
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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Contact Us

  • Address: 115 Route 46 West Suite C-21, Mountain Lakes, NJ 07046

  • Phone: Office: (973) 257-5560

  • Email: jim@ifpgroupinc.com

Disclosure

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and IFP Group Inc. are not affiliated companies and do not provide tax or legal advice Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.  

Link to Client Relationship Summary (Form CRS)

Lion Street Advisors  https://lionstreet.com/wp-content/uploads/2021/05/Lion-Street-Advisors-Form-CRS-2020-10-30.pdf

Lion Street Financial https://lionstreet.com/wp-content/uploads/2021/05/Lion-Street-Financial-Form-CRS.pdf

 https://lionstreet.com


FINRA is located at www.finra.org. SIPC is located at www.sipc.org.

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