5999 Summerside Drive
Dr. Jones contacts ICMC, having been referred by a colleague who is a long-standing ICMC client. His colleague endorses ICMC’s comprehensive advisory services, proprietary portfolio management system and extensive experience with alternative investments. Dr. Jones’ assets have grown considerably over the years, but suffered disproportionately during market declines. He feels that with the success of his practice, he has less and less time to devote to financial decisions yet he needs an approach to manage his overall wealth to help secure his future financial success. His family is growing, and he wants unbiased help with long-term financial planning needs such as educating his children, caring for his family in the event of his premature death and purchasing a second home. Dr. Jones is skeptical of the commission-driven motivations of brokers, bankers and insurance salesmen who constantly call on him, all offering financial planning. He has a will, but has not updated it in awhile.