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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."
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How much life insurance would you need to produce a sufficient income stream for your family? 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. How Long Will It Take to Pay my Balance? Estimate the potential cost of waiting to purchase a long-term care insurance policy. |
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Click to read about ICM's Continual Growth and Commitment to Building a Strong Team of Advisors.
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333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC,OK, OR, PA, RI, TN, TX, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.