Alan B Irving, II

President, LPL Financial Advisor

(941) 748-5404
lueann@irvingfinancialgroup.com

OUR CLIENTS:

Our clients are extraordinary individuals who are committed to managing their finances in a way that will best benefit them, the people they love, and the organizations or causes in which they are most passionate. At Irving Financial Group we have a number of specific programs designed to meet the unique needs of those involved in transitional life events including retirement, selling a business, widowhood, and divorce.

OUR MISSION:

Our mission is to help individuals and families protect, build, and distribute their wealth with wisdom and integrity.

OUR VALUES:

Integrity

We will do what we say we will do, when we say we will do it; and we will always keep our client’s best interest first and foremost.

Wisdom

We value lessons learned from history and the development of prudent solutions to address the challenges that face our clients.

Passion

We have a passion for helping people change their lives so they can pursue the dreams and goals that are most important to them.

Commitment

We are committed to:

• Delivering extraordinary personal service to all of our clients.
• Having a clear understanding of our clients’ goals and objectives.
• Simplicity for our clients.
• Giving back to our community.
• Professional Knowledge.