Independent Capital Management

Our Vision

Independent Capital Management (ICM) is a distinguished financial planning firm established in 1988. We empower individuals and businesses to achieve financial clarity, security, and success through personalized guidance and a collaborative approach.

Who We Are

Our team of experienced professionals brings a diverse mix of expertise in investment advice, insurance and risk management, real estate and mortgage lending, and estate planning. We maintain an open and collaborative work environment, encouraging open communication and teamwork to deliver tailored solutions.

What We Do

ICM offers a comprehensive range of financial services designed to address your unique needs at every stage of life. We specialize in:

For Individuals

• Retirement planning and wealth management
• College planning and education funding
• Insurance planning and risk mitigation
• Real estate and mortgage planning
• Estate planning and succession management

For Business Owners

• Retirement plans for employees
• Business succession planning
• Risk management strategies
• Financial planning for acquisition or sale of a business

Our Guiding Principles

• Client-Centered: We prioritize your goals and values, and tailor our strategies to your individual circumstances.
• Transparency: We believe in clear and open communication, providing regular updates and explanations of our process and recommendations.
• Integrity: We uphold the highest ethical standards, operating with honesty and transparency in all our interactions.
• Results-Oriented: We are committed to delivering measurable outcomes that align with your financial objectives.

Our Commitment to You

At ICM, we believe in personalized guidance and a collaborative approach to financial planning. We will work with you to:

• Understand your financial goals and aspirations
• Assess your current financial situation
• Develop a customized plan to achieve your objectives
• Implement strategies and track progress
• Review and update your plan regularly to ensure it remains relevant and effective

Get Started Today

Schedule a complimentary consultation and discover how Independent Capital Management can help you achieve financial success and peace of mind.