5999 Summerside Drive
If you’re a business owner, you are probably asked your fair share of questions each day. So you know that there isn’t just one answer that works for everything. And questions about your wealth management and financial planning are no different.Questions such as:
And many more, depending on your individual needs and priorities.
There’s only one person who knows what your specific financial goals and challenges are, and that person is you. But as a business owner and entrepreneur, you should also know all of your options, as well as all of the opportunities that may help you reach those goals.
Our experienced team of Dallas-based business owner wealth management and financial planning advisors can help you grow and manage your wealth while also minimizing risk—using your personalized objectives, not some predetermined investment strategy.
And as retirement approaches, we can help you map out your business succession and exit strategies in a way that meets your vision and your needs, while keeping both you and your company on the path to success.
It doesn’t matter if this is your first foray into wealth management, or if you’ve worked with another firm in the past. ICMC’s team of advisors will create a customized and comprehensive plan for you based on your needs and your goals.
For more than 40 years, we’ve been helping investors: