Investor's Capital Management, LLC

Financial Planning Services

Coordinated financial management solutions:

ICM financial planners offer low-cost, tax-efficient, goal-focused financial solution packages based on your concerns and priorities. We offer a coordinated strategy taking you through forming financial goals and identifying issues; customizing and implementing a solution; assembling a team of financial advisers and legal experts; and monitoring the results to stay current with personal and market changes.

Areas of planning focus:

While investments are certainly an important area (and our particular area of expertise), our financial planners can review other financial areas of interest to you.  Examples are tax planning, retirement planning, living trusts, estate planning, gifting, charitable giving, mortgage financing, funding a child’s IRA, Roth IRA conversions, IRA distributions, and tax-deferred saving for college expenses.  (Check out our selection of articles on interesting financial planning topics.)

Sometimes our financial planners use outside professionals to prepare specific documents (e.g. a trust attorney).  ICM maintains a list of professionals for your reference, and together we review any documentation prepared by others to make sure it fits your specific financial circumstance.

Financial planning is available by one-time project and ongoing Retainer arrangement.

ICM also offers Capital Asset Management Services.