Independent Capital Management, Inc.

Real Advice from Real People

As an independent full-service financial consulting and management firm, we are dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM offers a wide range of well-known products and services as it effectively guides clients through even the most complex financial situations.  We recommend only those products and services that can be tailored to suit our clients' unique needs.

Drew Marloe, President and CEO: "At ICM, we offer our clients a unique combination: independent professional advice along with a personal touch.  That's what we call Real Advice from Real People.  For instance, we prefer not to do business over the phone.  Instead, we like to meet in person, discuss things face-to-face and educate clients on where they are and where they could be.  Areas we focus on include retirement planning, college education planning, estate planning and insurance, as well as real estate through our ICM Lending division.  Our experience and expertise are broad enough that we can help with just about any financial concern a client may have."


Independent Capital Management on Forbes MagazineClick to read about ICM's Advantages of Independence as seen in Forbes Magazine.


 

Independent Capital Management, Financial ServicesClick to read about ICM's Continual Growth and Commitment to Building a Strong Team of Advisors.




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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Car Affordability

How much can you afford to pay for a car?

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Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

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