Our Solutions

Our approach is straightforward: listen first, then build solutions that actually fit your life.

Managing Your Financial Life
With A 360° Perspective.

Families & Individuals

Families & Individuals

Our goal is to foster a feeling of care in every relationship at IC360°. We serve a diverse group of clients ranging from age 1 to 97—from those saving their first dollar to those planning their family legacy. Our IC360° name reflects our holistic, 360° approach, which involves submerging ourselves in your goals and experiences. You will feel you have a collaborative advocate and friend by your side.

Non-profits & Endowments

Non-profits & Endowments

We partner with organizations that share our passion for community and purpose. At IC360°, we view ourselves as an extension of your mission—whether you support education, the arts, or other vital causes. We apply our holistic 360° personalized perspective to your financial life, providing unequivocal support to help you achieve your goals and maximize your impact.

Trusts & Plan Sponsors

Trusts & Plan Sponsors

IC360° effectively serves Trusts and Plan Sponsors for plans with fewer than 50 participants. Our objective is to deliver on our fiduciary responsibility and ease regulatory demands. We promise a solution you'll be proud to introduce, treating every participant as a client. Our strategic solutions include consulting for Defined Contribution, Defined Benefit, and Non-Qualified Plans, plus comprehensive Investment Advisory services as a Fiduciary. We provide a 360° personalized perspective for your plan's financial life.

Seeing Your Finances From Every Angle.
That's 360° Planning.

The financial questions that keep you up at night deserve more than generic answers. Whether you're building for the future, protecting what matters most, or simply wondering if you're making the right moves with your money, you need someone who takes the time to understand your complete picture. That's where we come in. Our approach is straightforward: listen first, then build solutions that actually fit your life.

Financial Planning


You've got goals. Maybe it's retiring comfortably, funding your children's education, or finally taking that trip you've been postponing. The challenge isn't wanting these things. It's figuring out how to make them all happen without sacrificing one for another. We help you see how all the moving pieces of your financial life work together, so you can make confident decisions about where your money goes today and where it needs to be tomorrow. Think of it as creating a roadmap that adjusts as your life changes, because it will.

Wealth Accumulation


Building wealth isn't just about earning more. It's about keeping what you earn and putting it to work strategically. Whether you're early in your career or hitting your peak earning years, you have opportunities right now to accelerate growth. We develop investment strategies tailored to your timeline, risk tolerance, and objectives, helping you take advantage of market opportunities while avoiding unnecessary pitfalls. It's about making your money work as hard as you do.

Estate Planning


The people and causes you care about deserve more than hope. They deserve a plan. What happens to your assets, who makes decisions if you can't, how your legacy takes shape: these aren't comfortable conversations, but they're essential ones. We work with you to structure your estate in ways that reflect your values and protect your loved ones, coordinating with your legal and tax advisors to create a cohesive strategy. This is about control and clarity when it matters most.

Tax Planning


Nobody wants to pay more than their fair share. Every dollar that goes to unnecessary taxes is a dollar that could be building your future or supporting what matters to you. Strategic tax planning isn't just about April 15th. It's about making smart decisions throughout the year that minimize your liability and maximize your opportunities. We look for ways to structure your income, investments, and charitable giving to keep more of what you earn working for you.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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Ready to Get Started?
Let's Talk  About 
Your Financial Future

The best financial decisions start with a conversation. Reach out today to schedule a meeting and discover how our collaborative approach can help you build the clarity and confidence you're looking for.

Schedule a Talk