ABOUT HOW WE HELP OUR PROCESS RESOURCES CLIENT PORTAL CONTACT US We Provide Customized Financial Guidance Services Business Owners & Institutions For Women Retirement Planning College Planning Insurance Planning Real Estate and Mortgage Lending Estate Planning Investment Advisory Representatives With Your Goals as the Focus, We Find Solutions Together 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. We’ve found our wealth management solutions to be most beneficial for those with an account minimum of $50,000. Financial Planning As a fiduciary, we have our clients’ best interests at heart. Understand the value we provide and what it means to have a fiduciary acting on your behalf. We Can Address Every Element of Your Financial Picture Including: Retirement Planning College Planning Insurance Planning Real Estate and Mortgage Lending Estate Planning Investment Advisory Learn How We Support: Business Owners & Institutions Professional Women Interested in Creating Your Financial Plan? REACH OUT TODAY 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