Retirement Planning



Retirement Planning


At ICG next, we’re here to help you plan for what’s next.

Our approach to planning for retirement is not simply a matter of putting money away to spend later. It’s about planning for what you want later to look like.

When it comes to retirement planning, it is critical to create a clear view about what life will look like when you decide to retire and also acknowledging the powerful impact of planning for the creation and preservation of generational wealth.

That’s why your retirement plan will involve working with your advisor to share your financial journey, your goals, and your aspirations for life after the 9-5 and taking the time that’s truly necessary to fully understand the plans that you have for what’s next.

We’ll help you find the right approach to retirement for your unique needs and goals. We’ll offer advice and guidance that’s informed by the best possible information available and we’ll tailor that advice to what you’ve got planned for what’s next.

The team at ICG next knows your retirement plan is about more than the right products or strategies, it’s about how you’ll feel when you get there and how you’ll provide for yourself and your family generation after generation. So, we’re here to answer your questions every step of the way.

Since no retirement plan is exactly the same, your advisor will take the time to get to know you and your family, understand the goals you have for your personal and financial future, and help you design a life you’ll love with the right tools and guidance to get you there.

Our advisors are dedicated to your success and their focus is on what you’re retiring to, not simply what you’re retiring from. This approach brings clarity to the whole process by giving attention to the most important parts of your plan: Your goals, your future, and the steps you’ll take toward fostering your family’s generational wealth.

If you’re ready to start planning for retirement in a way that respects all of your personal and professional next steps, we’d love to hear from you.

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

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