Financial planning is a comprehensive approach to attaining your future financial goals that takes into consideration your lifestyle, goals, and values, in addition to your assets. By understanding the full picture, rather than addressing each of your priorities separately, we can develop a long-term strategy to better help you achieve your financial objectives and focus on all that is important to you.
Your relationship with a financial planner is built upon a foundation of trust. At ICC, we hold all of our team members to the highest ethical and professional standards and invite comparison to other firms you may be considering. We partner with you to help manage risk and minimize your tax liabilities to protect your assets; we help you make educated investment decisions that align with your personal values. When you succeed, we succeed.
At ICC, our financial planning services can include:*
- Guidance in establishing your financial and life goals.
- Structuring, monitoring and evaluating your investments.
- Collaboratively working together with your CPA and your estate planning attorney.
- Using advanced philanthropic planning to build an enduring legacy.
- Helping ensure that you have a prudent, strategic plan in place to provide for your retirement needs.
- Available to meet with you regularly to keep you up to date on the performance of your investment portfolios.
ICC has been providing financial planning services for clients since 1987. We are one of the first independent, Las Vegas based, wealth management firms to implement the fiduciary standard, which seeks to eliminate and disclose conflicts of interest so our consultants can seek to achieve all that is important to you.
*Please Note: Limitations: The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. ICC does not serve as an attorney, accountant, or insurance agent. ICC does not prepare legal documents or tax returns, nor does it sell insurance products.
See How ICC Can Help You Meet Your Financial Goals
If you’d like to learn more about our financial planning services and have $1,000,000 or more in investable assets, contact ICC founder Randy Garcia at 702-871-8510 or [email protected]
Financial Planning FAQ
Our financial planners help you make prudent decisions to meet your present needs, as well as your long-term goals. Financial planning considers the full picture of your finances, life, family, interests and obligations to help you develop a comprehensive short-term and long-term strategy.
Financial planners create and help you execute actionable plans to assist with working toward reaching your financial goals. Financial advisors is a broader category of professionals which includes financial planners as well as those who manage investments and assets such as investment advisors, money managers and stockbrokers.
Our team members hold a number of different credentials, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Accredited Investment Fiduciary Analyst (AIFA), and Certified Investment Management Analyst (CIMA) and Chartered Financial Analyst (CFA).
Fee-only financial planning means that you pay us for our services; we don’t earn commissions. This model offers more transparency and aligns with our fiduciary duty to put your best interests first and foremost.