Closeup portrait of a senior man sitting with his daughter and grandson

Retirement Solutions

"We help our clients move towards decisions about what to do with their money that will allow them to live out the rest of their lives with meaningful purpose and peace of mind."

In affiliation with ICM Financial, we offer our business owners and their employees worksite, educationally based financial and retirement solutions to help them meet their lifestyle and retirement goals.

The ICM approach is unique in that it helps clients by focusing on maximizing the efficiency of financial and retirement planning. The goal is to get a higher rate of return by improving the efficiency of the plan versus taking on more risk in the hopes of a greater return.

ICM Concepts:

  • Growth Money Concept - ICM believes in Asset and Tax Diversification
  • Safe Money Concept - ICM believes in Safety with Higher Rate of Return Potential
  • Protection Concept - IMC believes in using One Premium that offers Multiple Benefits
  • Income Concept - ICM believes in Consistent, Reliable Income for Life with Less Risk

Regardless of the client's current wealth status ICM and our team show and give clients access to products and strategies that the wealthy use to minimize tax, and risk while growing and distributing wealth.

Next Steps ...

To learn more about how our team can help protect your team, contact us with your questions or to set up a time to visit.