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Independent Capital Management
金融服务
Costa Mesa，California 4,225 位关注者
?REGISTERED INVESTMENT ADVISORS? WEALTH MANAGEMENT? TAX ADVISORY ? FIDUCIARIES ? INSURANCE / RETIREMENT * REAL ESTATE
关于我们
Founded in 1988, Independent Capital Management, Inc. was formed with the philosophy of providing independent financial advice to individuals, families, and businesses throughout the country. "Real advice from Real People." As an independent full-service financial consulting and management firm, ICM is dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM offers a wide range of well-known products and services as it effectively guides clients through even the most complex financial situations. We recommend only those products and services that can be tailored to suit our clients' unique needs. Disclosures: Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc. https://www.finra.org/ https://www.sipc.org/
- 网站
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https://www.joinicm.com
Independent Capital Management的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Costa Mesa，California
- 类型
- 私人持股
- 创立
- 1988
- 领域
- Financial Services、Risk Management、Real Estate & Mortgages、Advice and Planning、Solutions for Business、Retirement、Investments、Investment Management、Wealth Management、Asset Management、Estate Planning、Life Insurance、Retirement Planning和Financial Planning
地点
Independent Capital Management员工
动态
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Rich individuals typically have multiple income streams, which can complicate tax planning.
3 Strategies the Wealthy Can Use to Limit Taxes and Preserve Assets for Their Heirs
advisorstream.com
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Consolidation across the hospital industry has contributed to the higher cost of healthcare.
As Hospitals Grow, So Does Your Bill
advisorstream.com
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A report on consumer spending and inflation showed incomes aren't keeping up with prices, as consumers lost buying power in April.
It Could Be a Cool Summer For The US Economy, Inflation Report Suggests
advisorstream.com
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A new report has found older Americans' student-loan debt is threatening their retirement plans. Millions of older Americans are struggling with student loans, impacting their retirement. Social Security garnishments could worsen older borrowers' debt burdens.
Middle-class Gen Xers are facing a new retirement challenge: their student loans
advisorstream.com
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People often prefer bigger screens and keyboards for pricier purchases—but merchants have more levers to pull on mobile.
Retailers Hate That You Buy Big Things on Your Laptop
advisorstream.com
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A new survey by a large retirement provider shows many employees don’t understand the ins and outs of automatic enrollment, rollovers, and more.
401(k) Confusion Abounds. Workers Think They’re Saving, but They Really Aren’t.
advisorstream.com
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Financial advisors should put a greater emphasis on behavioral finance to help their clients see past their biases.
7 Biases That Can Cloud Investors’ Judgment About Finances
advisorstream.com
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In standard estate plans, a surviving spouse often has no legal obligation to stepchildren.
The Brady Bunch Breaks Down: Estate Fights Tear Stepfamilies Apart
advisorstream.com
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If you have a complete and total disability, you may not be liable for repaying certain types of federal student loans. This is based on eligibility for the Total and Permanent Disability (TPD) Discharge Program, which is offered through the United States Department of Education and overseen by student loan servicer Nelnet.
What Disabilities Qualify for Student Loan Forgiveness?
advisorstream.com