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 corporations as well. In addition to personal financial planning we set up 401K plans, simple IRA plans and much more.
Newsletters
-
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
-
Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.