Retirement is the beginning of a new phase of your life that you get to invent.  Before you retire, you need a clear understanding of what you want your retirement to look like, and more importantly, if you have the resources you need to live your dream.  If you will be taking a “salary” from your retirement assets, specialized portfolio designs are necessary to address the increased risks you are facing.

At ICM, our recommendations are borne out of an intimate understanding of your needs and objectives.  We custom-build investment and financial plans that help you decrease risk and provide you with an income.

Once we design your specific investment strategy, we employ our OpportunityBased Rebalancing℠ and investment selection tools to keep your plan on track, and we request that you meet face-to-face with us at least once every six months.  In addition, we address other components that impact your retirement including:

  • Tax Management
  • Social Security Planning
  • Estate Planning