Business Owners and Self-Employed Individuals Plan

Whether your business is growing or established, we can help you create customized solutions that fit your business model. Implementing a comprehensive plan will help you increase your tax deductions, retain and reward employees, provide protection from creditors, and shift dollars from your business to your retirement on a tax deductible basis. Our business planning specialists can help you adjust your plan as your business evolves from Growth, to Established, all the way to Business Success Planning.


Business Retirement Plans

Your ICM representative can help you identify retirement plans that are suitable for your business structure to attract and retain talent and increase tax savings.

Group Plan Design Consulting

  • 401(k) and Self-Employed 401(k)
  • Profit Sharing
  • Defined Benefit Plans
  • Insurance

Executive and Fringe Benefits

  • Selective Incentive Benefit Programs
  • Executive Bonus Plans

Business Protection and Succession Planning

As you grow your business into a successful enterprise, it is important that you take steps to protect your equity from risk, liability, and loss exposure. We can help you put together a comprehensive plan that can help reduce financial loss from unexpected events such as when a key person leaves the company, a partner sells their ownership interest, or a valuable employee passes away.

  • Key Personnel Planning
  • Buy-Sell Agreement Funding
  • Risk and Liability Management
  • Business Succession Planning
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck