Independent Capital Management

Our goal at Independent Capital Management is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service.
 
We hope your visit to our web site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
 
We are independent advisors who work for our clients. Our goal never waivers from representing our clients with their best interests in mind and at heart. We work with individuals, families, self-employed, small businesses and coporations as well. In addition to personal financial planning we set up 401K plans, simple IRA plans and much more.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Interest

What's the interest rate on the lease you're considering?

Lease Payment

How much would your monthly lease payment be?

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A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

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