Every generation has events that “define” the generation and while folks often state that “things will be different,” the old saying “the more things change the more things stay the same” is instead the reality.
Of course, during times of uncertainty, it is only natural to be nervous and anxious about one’s well-being personally, professionally and financially – calling into question the strategies being employed to achieve what is truly important personally and financially.
While “flight” (rather than fight) seems to be the obvious choice during times of uncertainty, the most prudent course to pursue is one in which we behave in a consistent, disciplined and methodic manner – seeking to take advantage of the uncertainty for your and your family’s well-being, ensuring decisions are aligned with long term investment and financial planning objectives.
After all, each period of uncertainty and turmoil eventually subsides and is almost always forgotten.
During times of uncertainty, the professionals affiliated with ICG next partner with their clients to discuss and reconfirm what have been identified as the desired outcomes that “resonate” with our clients.
During times of uncertainty, the professionals affiliated with ICG next assess the presence of the six major risks that confront the prudent and successful management of wealth – seeking to mitigate / eliminate the same.
During times of uncertainty, the professionals affiliated with ICG next ensure the risk reward profile of client portfolios are reflective of their investment time horizon, return requirements – enhancing the probability of achieve stated objectives.
During times of uncertainty, the professionals affiliated with ICG next even hold hands, yes hold hands.
The professionals affiliated with ICG next are far more than financial advisors.
Instead, the professionals affiliated with ICG next are stewards – celebrating all the moments that defines a client’s life (the birth of a child, a family wedding, a college graduation and a 50th wedding anniversary).
Perhaps more importantly, the professionals affiliated with ICG next are confidants – a trusted resource and a valued source of comfort, wisdom and knowledge during the challenging times that forge one’s the future.
Life is a wonderful journey that from time to time will test our very essence – not just what we are today, but who we have and will become Next.
ICG next has an intimate understanding of the challenges that accompany the balancing of personal, professional and financial objectives and are distinctly positioned to assist with your best Next.
Learn more at ICG next.