Our Financial Services

ICG next understands that you’re planning for far more than just your financial future. That’s why you’ll find that our financial professionals consider both your financial and personal goals. In addition to a team of advisors with the education and experience to guide your financial decisions, you’ll discover that working with ICG next is a process designed to give you peace of mind and support at every step of your journey.


Looking to an advisor for guidance on things like retirement, potential tax strategies or tax harvesting, 401K or 403 B plans, money purchase, or profit-sharing strategies?

Ready to learn more about college plans or to explore estate planning?  The team at ICG next can help you with these and many other considerations as you design a financial future for you and your family.

From stocks, bonds and ETF’s to IRA, Roth IRA or brokerage accounts, we’ll help you understand your investments so that they align with your plans for what’s next.

Planning for retirement means you’ll want an advisor who knows your story, understands the goals you have for your personal and financial future and can help you pursue what is important. And that’s exactly how ICG next can make planning for your retirement easier. We help you consider what you’re retiring to and how your financial strategies align with your ideal retirement.


Whether you’re interested in selecting life insurance, navigating disability income insurance, or are planning for long term care insurance for you or a loved one, we can help you protect all the things that are most important to you.

We are sensitive to all of the concerns you may have and we work to ensure that the counsel you receive from ICG next can meet and exceed the needs of your family from one generation to the next.

At ICG next, we act as stewards for you and your family even when the questions you have extend far beyond financial topics. We’re ready to help and are dedicated to saving you time, effort, energy, and stress along the way.

Clarity of purpose is a cornerstone of all that we do. So, we want to help you get clear about why you’re doing what you’re doing when it comes to your investments and other financial decisions. Our financial services will you gain insight into how such decisions align with your goals and objectives – pursuing your financial future more prudently. Then we will work collaboratively to plan the best path so that you can strive to create, grow, and preserve your wealth.

ICG next is dedicated to ensuring that the financial services you receive continue for you and your family from generation to generation. As part of this process, we continue to grow our professional expertise and our intellectual capital in service to you and your family and we seek the brightest and most passionate advisors to ensure that we can be knowledgeable partners to you as you plan for what’s next.

We’re ready to help you learn about the financial services and products that suit your unique financial journey as you plan for what’s next.

At ICG next, we take pride in offering wisdom and insight on the services and opportunities that may be right for you.

Discovering What is Important to You.


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.


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.


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.


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.


Get In Touch

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

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