ABOUT HOW WE HELP OUR PROCESS RESOURCES CLIENT PORTAL CONTACT US College Planning Services Business Owners & Institutions For Women Retirement Planning College Planning Insurance Planning Real Estate and Mortgage Lending Estate Planning Investment Advisory Representatives Developing Tactics to Balance College Expenses and Your Financial Future Planning for your child’s education is the most important step you can take to prepare your child for the future. Our representatives help you determine the cost of your child’s education and the best ways to save for it. A Lesson in Education Planning Our College Planning Services Include: 529 College Savings Plans Coverdell ESA Plans UTMA & UGMA accounts GET STARTED TODAY with our FREE INTERACTIVE ONLINE GOAL PLANNER. Set your college savings goal, determine if you are on track and receive immediate guidance on steps you can take to get to achieve your desired outcome. TRY OUR FREE PLANNER 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