Having a dynamic team with expertise in various financial disciplines means we can navigate through complex financial situations with dexterity. Catering to your unique situation is our specialty, and it's always done with a personal touch. We are not limited in the financial strategies we use, allowing us to select the right combination, of best-in-class strategies for each client.
Our advisors bring objective, unbiased advice to our clients, and as a fiduciary, only make recommendations that are in your best interest. We work with individuals and businesses to plan for all their financial goals through all their life stages. Our team specializes in Investment Advice, Insurance and Risk Management, Real Estate and Mortgage Lending, and Estate Planning.
Our advisors bring objective, unbiased advice to our clients, and as a fiduciary, only make recommendations that are in your best interest. We work with individuals and businesses to plan for all their financial goals through all their life stages. Our team specializes in Investment Advice, Insurance and Risk Management, Real Estate and Mortgage Lending, and Estate Planning.
Services
At Independent Capital Management, financial planning with a high level of customized service is our vocation. We are an independent boutique firm established in 1988. While we use a hands-on approach, we are backed by the strength of one of the nation's largest independent broker-dealers. With a robust team in size and depth of experience, we guide you through your unique financial intricacies with discernment.
Your wealth is a cornerstone to important facets of your life both now and in the future, which is why we're dedicated to providing you with full-service financial planning. Whether you want to develop a new plan from scratch or would like a second pair of eyes to review an existing plan, we are here for you.
Our focus is always on you and what you want to achieve financially. We are on your side as we get to know you, design and implement a plan and help you adjust your strategy as your situation changes. While we have offices in southern California, we also work with clients throughout the United States.
Many people do not view life insurance as an essential and vital part of a retirement income plan. They see life insurance primarily as a way to protect families from the early loss of a breadwinner during the working years. However, life insurance has the potential to be so much more if properly utilized in a comprehensive retirement income plan.
If you're looking to take the next step in your career, joining our independent firm provides you with the type of community and challenge that can propel you forward. With extensive training and opportunities for growth, you'll be equipped to reach your potential while providing others with critical financial support.
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