At ICS Financial, we believe it is critical to minimize wealth eroding factors, also known as wealth transfers before we begin implementing your financial strategy.
ICS Financial has established a process which focuses on 3 key attributes: Growth, Income, and Legacy. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family in a tax efficient manner.
What is Financial Security Planning?
- Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.
- Your ICS Financial representative will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.
- Prepare for a secure, comfortable retirement or minimize your current taxes
- Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
- Provide for your loved ones or heirs in the event of death, disability or critical illness
- Protect your business and your employees through affordable benefits