Comprehensive Financial Planning

Financial Planning

Comprehensive Financial Planning

We raise the bar when it comes to financial planning support. We work in conjunction with the Financial Solutions Team (FST) at ICA, which consists of a team of investment professionals, ranging from CFPs to CRCs with an average of 15+ years in the industry, who partner with your financial representative to share independent investment insight with you, the client. The FST specializes in helping your advisor identify and prioritize issues that are uncovered in the profiling and discovery process. Through the FST’s considerable experience working with various financial cases throughout the firm, they collaborate with your advisor to develop and implement customized strategies that create, maintain and distribute wealth for your individual situation.

Some of the services that the Financial Solutions Team offers include:
  • Retirement Life Planning
  • Asset Allocation Modeling
  • Risk Management
  • Tax Management
  • Insurance Analysis
  • Long Term Health Care Issues
  • Charitable Planning
  • Business Succession Planning
  • Estate Planning

Comprehensive Approach

Our team can help you plan and manage your wealth through a comprehensive array of financial services, including financial planning, investment management, retirement income planning, estate planning, and insurance.