Our Comprehensive Approach

When building our financial planning experience, we noticed a need for something different from what many firms currently provide. To address this need, we created a comprehensive one-stop approach where clients can receive investment, tax and estate-related planning guidance under one roof.

Our team of professionals is prepared to answer questions and resolve concerns relating to your entire financial plan. Clients benefit from thoughtful, personalized plans that are focused on their long-term goals and best interests.

The Highest Level of Personalized Planning

Platinum Services represents our most comprehensive client experience. Designed for individuals and families who value proactive guidance, this service brings together investment management, retirement income planning, tax-efficient strategies, estate planning coordination, and ongoing financial oversight.

Our team works collaboratively to evaluate your entire financial picture, helping you make informed decisions aiming to avoid costly gaps between important planning areas. Through regular reviews, continuous monitoring, and personalized recommendations, we strive to provide the confidence that comes from knowing your financial plan is being actively managed and thoughtfully coordinated.

At Independent Capital Management, we believe our clients deserve more than investment advice—they deserve a long-term partnership focused on helping them achieve their goals and preserve what matters most.

Investment Oversight Service

  • Reviewing your investments and designing a personalized portfolio tailored to your needs
  • Year-round monitoring of your investments
  • Semi-annual, or annual meetings to review investment performance, update your financial objectives, and rebalance your portfolio as needed *Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.​
  • Independent, professional investment advice
  • Recommendations for positioning investments within employer-sponsored retirement plans, such as 401(k)s
  • Quarterly Market Watch updates featuring our firm's research, analysis, and outlook on the investment markets

Tax Reduction Planning

  • Comprehensive tax return review to identify tax-saving opportunities
  • Ongoing tax planning to incorporate changes in tax laws
  • Collaboration with your tax preparer when appropriate
  • Recommendations for tax-efficient investment strategies
  • Guidance on new tax laws that may impact your financial plan *LPL Financial and Independent Capital Management do not provide specific individualized tax advice.  We suggest you discuss your specific situation with a qualified tax advisor.

Family Wealth Planning

  • Analysis of your current estate plan and planning concerns
  • Assistance in coordinating your estate and investment plans
  • Assistance in developing efficient asset transfer and gifting strategies
  • Consultation with your attorney when appropriate
  • Assistance with transferring assets to trust accounts
  • Guidance on the appropriate steps to take following the death of a loved one *LPL Financial and Independent Capital Management do not provide specific individualized legal advice.  We suggest you discuss your specific situation with a qualified legal advisor.

Ready to talk through your plan?

For more information about our firm and the services we offer, send us a quick message or call the office. We would welcome the opportunity to speak with you.

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