Goals

 

Goals

What Are Your Financial Goals?

That’s typically where financial advising questions stop.

But not at ICG next.

While goal setting and planning are critical we take the process deeper because we want to understand ‘the why’ behind your particular financial goals and what steps you’re taking or will take in the future to address them.

Then, we help you explore whether the decisions you’re currently making are bringing you into better alignment with those goals.

We act as faithful stewards as we advise you and listen to you throughout the goal-setting process and we support you as you pursue all of the things you truly want in life.

Goals

So, What Are Your Goals Really?

At ICG next, we know your answer to that question will determine a great many decisions you make when it comes to your financial future.

That’s why you’ll want an advisor who understands the reasons you’re driven toward your goals and has a wealth of resources to help you pursue them.

You don’t just need financial products or solutions. You need a guide on your financial journey who can steward you through the process of creating, growing and sustaining wealth in your family for generations to come.

At ICG next, we focus on understanding your goals, from the financial to the personal. Then we help you strive towards those goals with a comprehensive wealth management process that addresses the unique needs of every generation in your family. We take the time to explore all of the strategies and approaches you’ll want to have at your disposal as you plan for what’s next.

We’ll explore the reasons behind your financial goals and decisions and we’ll work with you to discern what impact your decisions will have on you, your business, and your family now and in the future.

At ICG next, we’ll ensure that your goals guide the process of navigating the challenges and triumphs of your financial future and we’ll provide you with the support of a steady and informative steward as your advisor.

If you’re ready to get serious about your financial goals, reach out to us today to get started on your path to what’s next.

Your Journey Starts Here.

01

What We Do

We’ll help you understand what your financial decisions will mean for you and your family. And we’ll work collaboratively with you to make sure that you are on track towards preserving and growing your assets as you navigate the challenges and triumphs of your financial future with a steady, supportive and informative steward as your advisor.

02

Our Approach

As advisors, we take our financial planning process seriously because it allows us to share the different opportunities that might be right for you.

03

Our Mission

At ICG next our comprehensive financial planning and wealth management process addresses the unique needs of every generation in your family and we spend time with you discussing all the choices you have at your disposal when planning for what’s next.

04

Our Community

Giving back to the community is paramount to ICG next's success. Whether it be food drives, mentoring students or participating in fundraisers; we support and care about our local community, it's local charities and youth.

Contact

Get In Touch

Whatever is next for you and your family, we’re here to help.