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      • 2019 CBAI IZALE Sponsored Golf Outing
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  • Home
  • Executive Benefits
    • Supplemental Executive Retirement Plans – SERP
    • Split Dollar Loans
    • Deferral Plans
    • Welfare Plans
  • Revenue Strategies
    • Bank/Business Owned Life Insurance – BOLI
    • Corporate Owned Life Insurance – COLI
    • Insurance Company Owned Life Insurance
    • Managed Accounts
    • Guaranteed Income Contracts
    • Fee Income Strategies
  • Asset Protection
    • Estate Planning
    • Business Succession Planning
    • Key Person Planning
  • About
    • R. Scott Richardson, JD
    • Brenda R. Haag
    • Bruce F. Barge
    • Chris A. Richardson
    • Debra Hardimon
    • Fannie Mae Pantaleon
    • Jeff Prescher
    • Joe Tripalin
    • Ken Smith, CLU, ChFC
    • Patrick J. Costello
    • Philip Aderton >
      • 2019 CBAI IZALE Sponsored Golf Outing
  • Resources
    • Blog
    • Events >
      • Executive Benefits Overview Webinar
      • History – Calendars by Year >
        • 2019 Client Conference
        • 2017 Client Conference
        • 2015 Client Conference
    • Privacy Policy & Website Privacy Statement
    • Video Education
  • Contact
IZALE Financial Group

about

Meet the IZALE Experts, learn our products and services & join the conversation.

For us, the word “boutique” is more than a buzzword or the latest trend in marketing. We firmly believe in providing the attentive service that only a true boutique firm can offer. At IZALE, relationships come first. We take the time to get to know you and learn exactly what your needs are, then build on that familiarity to develop a partnership that provides effective guidance and optimal results. Our technical expertise is yours to rely on.

At large firms, it’s not uncommon for your account to get passed along to the next available account manager once you’re a client. Your new contact will likely already be juggling the demands of a large client load, making it that much more difficult for you to develop yet another relationship. At IZALE, you’ll continue your primary relationship, supported by trained staff and systems. Our people have over 100 years of combined experience in financial services and business, and accounts for $1.5 Billion  of BOLI placements nationwide – just one of the many solutions we provide.
 
Together, we’ll apply our expertise in a customized way to work toward the goals you want to achieve, whether it’s establishing executive and directors benefits to help you Value People, managing the balance sheet to Improve Earnings, or helping you Protect Assets you’ve worked hard to create.
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View or Download our Trifold Brochure

​Serving clients Nationwide here is the IZALE Team!

Brenda R. Haag
Bruce F.Barge
Chris A. Richardson
Debra Hardimon
Fannie Mae Pantaleon
Jeff Prescher
Joe Tripalin
Ken Smith
Patrick Costello
Philip Aderton
R. Scott Richardson
Scott Richardson founded IZALE in 2010, after spending over 10 years learning and applying the best practices – as well as noticing the shortfalls – at other firms. Our name – an amalgamation of Scott’s children – doesn’t limit who we serve, or what solutions we offer, but our mission is simple. In whatever we do to help our clients Value People, Improve Earnings and Protect Assets, we strive to do it better, and while doing it better foster meaningful relationships with our clients and within IZALE.
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Contact

 855-492-5334 | Contact
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© 2011 - 2019 IZALE Financial Group. All rights reserved. Login.
​Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.
IZALE Website Privacy Policy
Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.
IZALE Financial Group does insurance business in California as IZALE LLC Insurance Agency
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. For additional information, please contact Scott Richardson at 855-492-5334 .