Our Services
While developing a customized financial plan, we will walk you through a step-by-step process that will help you feel confident in your planning decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We will meet with you periodically to be sure we have all up-to-date, pertinent information. We can help you execute a sound financial program utilizing any of the following products and services:
- Tax Management
- Investment Management *
- Retirement Strategies
- Estate Conservation
- Insurance and Annuity Products
All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Independent Capital Management and LPL Financial do not provide legal or tax advice. Please consult with your tax or legal advisor regarding your personal situation.