Professionals & Entrepreneurs
Business owners and professionals have specific and often complex investment needs. The Investment Counsel Company of Nevada (ICC) has assisted many business owners invest the fruits of their success wisely and has facilitated a smooth transition to retirement.
Employing a procedurally prudent process to address and implement each step in the professional’s career path or business owner’s journey to retirement, ICC’s deep understanding of the entrepreneur’s environment facilitates informed client decisions and effective results. Working together with a team of quality strategic professionals such as estate planning attorneys, CPA® firms and lenders, ICC acts as an advocate for the professional or entrepreneur to resolve a full range of financial issues, including:
- How certain are you that you will be able to retire or sell your business when you want?
- What are the optimal methods for passing on wealth and values to the next generation while minimizing tax consequences?
Physicians: ICC has a history of serving the business and family wealth management needs of physicians. Our service to many physicians has earned recognition by Medical Economics as one of the “150 Best Financial Advisors for Doctors” in the United States every year from 2008 to 2013.