Comprehensive Personal CFO Financial Planning Services
Certified Financial Planner, financial planning advice, Financial Planning Advisor
With over 80 years of experience, we have positioned ICON as one of the industry’s leading independent, locally owned firms offering comprehensive financial planning and fee based wealth management. At ICON, we offer more than just financial planning— it truly is holistic Life Planning.
Throughout the course of our working relationships, we become thoroughly involved with each clients’ complicated financial situation. Our clients retain us as their Personal CFO, helping them make multiple discoveries and decisions over their lifetimes based on their unique needs, wants, goals, dreams, and objectives.
Through our analytical processes and comprehensive advice, we offer our clients specific, needs-based recommendations and implementation strategies. Throughout our working relationships, we provide the necessary tools to help our clients most efficiently align their financial lives. We like to call this “Vision with Direction.”
Certified Financial Planner
, financial planning advice
, Financial Planning Advisor
, Financial Planning Basics
, Financial Planning Clients
, Financial Planning Process
, Retirement Investment Advice