Financial Planning

Financial planing

Planning for What’s Next

Financial Planning is the cornerstone of our philosophy at ICG next.

Whether you’re looking to explore retirement, are ready to review profit-sharing strategies, want to explore tax reduction strategies such as tax harvesting, or have questions about 401K plans, the team at ICG next is here to help.

From college plans to estate planning, we’ll help you navigate the big questions in your financial future with clarity, understanding, and the right guidance for your unique situation and needs.

Financial planning

At ICG next, our Process is Formed by a Few Key Beliefs:

We believe that you’re always the key figure in this process and your advisor is there to steward you through the process, supply the right insight, offer objective guidance and support as you navigate what’s next.

We believe that you’re not simply designing the financial future that you’ll soon enter, but also the financial future you imagine for those you care about, whether employees or family members.

We believe in helping you navigate the challenges you can see before you and in helping you plan for those you might not expect as you move toward what’s next.

We believe in creating, growing, and preserving generational wealth and we know that doing so requires you to have the best perspective, a trusted steward by your side, and an understanding of your own clear goals for what’s next.

And we believe that time and care are vital components when it comes to financial planning. So, we take the time to get to know you, your business, and your family so that the plan we create together can enable you and those you love to grow and thrive now and in the future.

Financial Planning offered through LPL Financial, a registered investment advisor.