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Harmonizing Your evolving business & personal Goals

 With Your Team's Future

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
  • 401(k) and Self-Employed 401(k)
  • Profit Sharing
  • Defined Benefit Plans
  • Insurance
Executive and Fringe Benefits
  • Selective Incentive Benefit Programs
  • Executive Bonus Plans

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