We’ll work to create a custom plan that fits your needs.
We are not simply advisors; we’re invested teammates who have your best interests at heart.
Our Services
We work with you to create a custom financial plan that meets your needs –
both at the individual and corporate level.
both at the individual and corporate level.
Comprehensive Financial Planning
Our team is equipped to analyze and assess every aspect of your financial situation, from cash flow to retirement planning to risk management. Knowledge is power, and we are here to help you know everything you need to know as you increase the health of your finances.
Wealth Management
Plan ahead with ICOM at your side. At ICOM, we sit on the same side of the table as our clients. We are not simply advisors; we’re invested teammates who have your best interests at heart. Our team has over four decades of collective experience, and we are equipped and eager to work with you toward your financial goals. We can help you understand and approach investment management, financial planning, and tax strategy, so you know how your money is working for you.
Corporate Retirement Plans
At ICOM, we love providing you with options that enrich lives. We can help your company help its employees by providing the best retirement plans available. With our help, you can offer your employees a top-notch, unrivaled retirement plan that complies to complex DOL and IRS standards.
Athletic Wealth Management
Plan ahead with ICOM at your side. We are not simply advisors; we’re invested teammates who have your best interests at heart. ICOM is equipped and eager to work with you toward your financial goals during your athletic career. We can help you understand and approach investment management, financial planning, and tax strategy, so you know how your money is working for you.
Fee Only Advisors
Your win is our win, plain and simple. Advisors at ICOM are registered financial advisors with a fiduciary responsibility to act in their clients’ best interests. Our fee-only advisors have fewer conflicts of interest than other types of financial advisors because they do not accept fees or compensation based on product sales.
Retirement Planning
We help you identify your financial needs and goals while developing a sound strategy that will enable you to realize your dreams. We guide you through risk assessment, development of strategies, and ultimately implementation of the plan we craft together. This will allow you to focus more energy on living a great life.
Corporate Employee Benefits*
Companies with excellent benefits attract exceptional employees. At ICOM, risk management is our forte, and we want to help your company provide the best employee benefits packages possible. Our team can consult with you to help you analyze your company’s core values and employee benefits needs, all so you can protect your people.
Individual & Corporate Life Insurance*
Our team is equipped to analyze and assess every aspect of your financial situation, from cash flow to retirement planning to risk management. Knowledge is power, and we are here to help you know everything you need to know as you increase the health of your finances.
*Employee Benefits, Corporate Employee Benefits Programs, and Individual & Corporate Life Insurance are not offered by ICOM, but by a third party partner
Ready to get started?
Please feel free to reach out to us with any questions or concerns! An ICOM associate will get back with you soon.
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Copyright © 2020 ICOM Advisors, LLC is a Registered Investment Advisor. ICOM Advisors, LLC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The SEC and FINRA do not approve or endorse any professional credential or designation. For more information regarding the designations above, please visit: http://www.finra.org/investors/professional-designations