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
-
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
-
HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.