Financial Guidance - Financial Consultant & Financial Advisor Jobs

When you work with an Independent Financial Advisor at a Full-Service Financial Planning firm, you will receive a custom plan created by our team of experts that is designed for your specific objectives. Our ICM representatives focus on YOU and what you want to achieve financially. We are here to understand your goals, design a plan, educate you on your options, and help you implement and adjust your plan as your situation changes.

At ICM we believe in developing long term business relationships with our clients and empowering you with knowledge as we guide you through financial decisions during your lifetime from Wealth Accumulation & Management, to Wealth Distribution, all the way through Wealth Transfer.

Wealth Accumulation & Management

We work with clients to implement goal-based planning solutions to help you increase your net worth through consistent savings, debt management, risk mitigation, tax efficiency and comprehensive wealth management strategies.

Learn More about Goal Based Financial Planning »


Wealth Distribution

While growing your nest egg, you focus on your ROI - Return on Investment, but in retirement, your ROI - Reliability of Income becomes a primary objective.  We specialize in using a combination of strategies, including institutional investment solutions, which can provide you with consistent income throughout your lifetime.

Learn More about Retirement Risks and Income Planning »


Wealth Transfer

From basic estate planning to complex trust creation and implementation, we can help you preserve your hard earned assets for future generations.  We focus on maximizing your control and minimizing estate and income taxes to your heirs.

Learn More about Estate and Legacy Planning »


Business Owners

Business owners face a unique set of challenges and opportunities when developing a financial plan.  Our business specialists and advanced planning team can help you maximize your potential using specialized strategies that can minimize your taxes, protect your assets, retain talent, and improve your bottome line.

Learn More about Self-Employed and Small Business Plans »


Educational Financial Workshops

ICM representatives are committed to giving back to the community and promoting financial awareness through our educational workshops on various financial topics.  We conduct lunch-and-learns at the workplace, community centers, and association meetings to help increase financial literacy.

Learn More about Financial Workshops in the Community »

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck