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Families & Individuals
Our team's goal is to foster a feeling of care in every client relationship entrusted to IC360°. We host a well diverse group of clients from Grandpa and Grandma Powers who just completed a tour of all 50 states right after retiring, to cousin Eva who is saving her first dollar into a 401K plan, or Andrew who has heard from a friend that he should not delay buying a long-term insurance policy. Our clients range in age from 1 to 97. We pride ourselves on the collaborative and proactive approach we share with clients. It is a thing of beauty to see a client pay for their child's college education after many years of planning, or equally beautiful to see a client fund a trust that will ensure their family legacy to future generations.
The name of our firm, IC360°, symbolizes our narrative that every successful client journey starts with having an holistic 360 degree plan on paper. We submerge ourselves in every client experience, goal, obstacle, and accomplishment brought to us as part of this journey. Our intimate setting is a major differentiator. You will feel that you have an advocate by your side. Better yet, a friend.
We focus on clients’ financial lives with a 360° personalized perspective