ABOUT HOW WE HELP OUR PROCESS RESOURCES CLIENT PORTAL CONTACT US HARMONIZING YOUR EVOLVING BUSINESS & PERSONAL GOALS With Your Team's Future Services Business Owners & Institutions For Women Retirement Planning College Planning Insurance Planning Real Estate and Mortgage Lending Estate Planning Investment Advisory Representatives As a Business Owner, Key Decisions Are in Your Hands Aside from the essential day-to-day operations, you are responsible for strategically handling your business’s dollars, protecting your company and retaining and rewarding talented employees. This crucial planning happens while balancing your own personal finances, intertwining your own future success with that of your business. Building a Strong Foundation This is why we work with you to create customized solutions that fit your business model and your personal future. Business Retirement Plans We walk you through the essential components of a retirement plan for your team. Your ICM representative can help you identify retirement plans that are suitable for your business structure to attract and retain talent while increasing tax savings. See how we can help you and your business plan for the future with the following services. Group Plan Design Consulting Executive and Fringe Benefits Business Protection and Succession Planning As you grow your business into a successful enterprise, it is important that you take steps to protect the equity that you’ve worked to accumulate. We can help you put together a comprehensive plan that can help reduce financial loss from unexpected events such as when a key person leaves the company, a partner sells their ownership interest, or a valuable employee passes away. We provide the below services to protect your business from risk, liability and loss exposure: Key Personnel Planning Buy-Sell Agreement Funding Risk and Liability Management Business Succession Planning Ready to Get Started? REACH OUT FOR A COMPLIMENTARY CONSULTATION 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