ABOUT HOW WE HELP OUR PROCESS RESOURCES CLIENT PORTAL CONTACT US Estate Planning Services Business Owners & Institutions For Women Retirement Planning College Planning Insurance Planning Real Estate and Mortgage Lending Estate Planning Investment Advisory Representatives Personalized Planning For the Gifting & Transferring of Your Wealth A strong estate plan is crucial to your family’s long-term well-being. ICM will develop a strategy to protect the people you love. The Power of Trusts Integrating with Law Professionals to Create a Complete Estate Plan Knowing that your assets will pass on to our heirs can provide comfort and peace of mind. Our advisors work with a law firm that can help clients with the following: Learn the Benefits of a Living Trust or Will Take Advantage of Current Estate and Gifting Tax Laws Harness the Durable Powers of Attorney Utilize Advanced Health Care Directives Review Estate Plan Curious About Getting Started with Estate Planning? LEARN ABOUT OUR PROCESS SUBSCRIBE TO OUR NEWSLETTER JOIN BEVERLY HILLS (310) 557-9850 CAMARILLO (805) 484-1011 NEWPORT BEACH (949) 453-7660 ONTARIO (909) 948-1608 WEST COVINA (626) 966-1426 ABOUT Our Firm Our Team Careers HOW WE HELP Services Business Owners For Women Retirement Planning College Planning Insurance Planning Real Estate Lending Estate Planning Investment Advisory RESOURCES Blog Educational Workshops Learning Center Free Goal Planner OUR TEAM Beverly Hills Camarillo Newport Beach Ontario San Diego Torrance West Covina Management Team ADDITIONAL Our Process Client Portal CONTACT US View Locations General Questions Securities offered through SagePoint Financial, Inc.(SPF), member FINRA/SIPC. Some Registered Representatives of SPF also offer investment advisory services through SPF, a registered investment adviser. ICM is not registered as an investment advisor nor a broker-dealer. Insurance services offered through Independent Capital Management, Inc. (ICM). Real estate services offered through ICM Real Estate DBA ICM Lending, a wholly owned subsidiary of ICM. Estate planning services offered through Citadel Law. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND,NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Powered by Twenty Over Ten