ICON Offerings
ICON is one of the industry's leading comprehensive wealth planning and consulting firms. Our locally owned firm has solidified numerous strategic alliances that give us the resources of a much larger company without the administrative inefficiencies of other counterparts in our field. This allows us to focus on delivering more personal attention to our clients and enables us to emerge as a leader in our field with respect to strategic, knowledge based consulting. Our clients have a relationship with us whereby they are retaining the services of a “Personal CFO” that will help them make multiple discoveries and decisions that are unique to their own financial situation. We, in addition to our team of in house and external professionals, provide our clients with access to the following services:
- Comprehensive Wealth Management
- Independent Investment Consulting & Advice
- Tax Planning & Retirement Cash Flow Analysis
- Financial Coaching & Financial Planning Services
- Real Estate Planning (Analysis, Appraisal, and Lending Services)
- Asset Protection & Insurance Planning
- Liability Management & Budget Planning
- Estate & Wealth Transfer Planning
- Business Succession Planning
- Philanthropic & Charitable Giving Planning
- Portfolio Optimization Strategies
- Company Stock Option Analysis & Strategies
- Company Benefits Planning & Analysis
- Education Planning (529, GET, Financial Aid)
Visit us here for a demo of ICON's offerings. For additional inquiries, or to schedule a complimentary review, please click here.
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