Our Process

No two people are the same and our advisors are skilled at understanding your needs. Our deep financial knowledge and broad life experience is of great value in developing plans to work towards achievement of your ideal future.

We are able to help you prepare for both, life’s predictable and unexpected events.

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Our Philosophy

We believe every person can benefit from a financial plan.  In our opinion it is critical to understand your risk tolerance and return objective in order to help you design an optimal portfolio strategy.  Together we will work with you to monitor and manage your investments to achieve your life goals.

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CULTIVATED FOR YOU

Your goals are critical to the most befitting investment strategies

Optimal results are achieved through selection and allocation of asset classes and investments to employ in determining appropriate risk and expected returns to most favorable meet your goals.

Organic growth underlies all that we do at International Capital Management Corporation. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.
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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Have a question? We're ready to help.

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