Fee-Only Investment Management
Whether you’re investing your retirement nest egg, an inheritance or excess savings, ICM can help you determine the most suitable investment options to best meet your goals.
Financial and Retirement Planning
Retirement may be years away or it may be right around the corner. Wherever you may be financially, we have the tools and insights to help you achieve your ideal future.
Social Security Planning
The lifetime value of Social Security is far greater than people realize – despite the fears of Social Security “going broke” and the increasingly prevalent need for reform.
Employer Retirement Plan Advisory Services
ICM works with employers to custom-build retirement plans, serve as co-fiduciary and investment advisor and provide ongoing, face-to-face guidance to employees.