Secure Your Financial Future
Welcome to the forefront of financial empowerment and strategic growth. At the Investment Consulting Group, we are dedicated to safeguarding and nurturing your financial future through expertly tailored wealth management strategies. Our commitment to excellence extends beyond common practice, as we take pride in offering a uniquely personalized approach to each of our clients. With a blend of astute market insights, cutting-edge technology, and a deep understanding of your individual aspirations, we stand ready to guide you on a journey toward lasting financial success and prosperity.
Financially Successful Individuals and Families
We help financially successful individuals develop, implement, and monitor comprehensive financial plans designed to mitigate risk and enhance wealth accumulation and transfer strategies.
Employees
We help employees maximize their benefits and employer-sponsored plans to support a smooth transition into retirement via a personalized plan tailored to their needs.
Small Business Owners
We work with small business owners and their employees to maximize retirement benefits, formulate retirement income strategies, reduce taxes, and execute efficient exit strategies.
Corporate Executives
We work with corporate executives to develop custom retirement strategies incorporating equity-based grants to maximize wealth and minimize taxes.
Holistic Financial
Planning
Investment
Management
Tax Planning
Strategies
Wealth Transfer Strategies
Employer-Sponsored Plans
Small Business Retirement Planning
Social Security Income Analysis
Rish Management
Step 1
Step 1: Booking a Discovery Call
We begin our planning process with a discovery meeting. We listen and learn the answers to your critical questions about cash flow, yearly cost of living, and current savings. Equipped with this information, we can help you structure an approach designed to achieve your life plans and goals.
Step 2
Step 2: Analyzing Your Situation and Creating a Plan
Each family is unique. Saving for college, retirement goals, required income, and personal situations will dictate a timeline and financial horizon. Investing for retirement is different from investing during retirement, and we prepare a comprehensive proposal with recommendations for your investment holdings and factors that will dictate the success of your retirement.
Step 3
Step 3: Reviewing and Implementing Your Plan
We meet with you to review recommendations designed to help you live the life you envision. We will review the steps necessary to implement your plan and make final adjustments to ensure it is achievable. Throughout our relationship, we emphasize the importance of flexibility to account for changes in your life and the macroeconomic environment.
Who We Are
The Investment Consulting Group is a cohesive team of seasoned investment professionals. We advise over 680 households and manage approximately $608M in assets (as of July 31, 2023). With a blend of youth and over 80 years of combined experience, our firm offers continuity in your financial plan for generations to come.
