Most people assume they don’t need professional financial advice until they are on the brink of retirement.  But consider the impact you might have on your financial future by starting early.  In light of today’s economic uncertainties and ever-changing financial risks, there is definitely value in making sure you are taking every precaution to protect your future well-being.  Our advisors are available to help you on an hourly consultative basis with any financial planning needs you might have.

  • If you want to make sure you are on the right track with retirement savings, ICM will perform a series of “what if” savings scenarios using our retirement simulation tools.
  • If you want to make sure savings you have accumulated in 401k plans at previous employers are being managed effectively, ICM can help you explore your various options.
  • If you need help understanding and selecting investment options in your current 401k plan, we can review your plan’s options and make recommendations to help you maximize your savings potential.