Individual Retirement Planning

Investment success requires a long-term outlook, the discipline needed to stay the course when markets fluctuate, and a detailed understanding of how financial markets work. These are principals that guide us here at ICAFS We will work with you personally to build tailored portfolios to your needs, and help your household meet specific objectives based upon your goals, time horizon, and risk tolerance.

Want to save $1 million by age 67? You’d better get started soon.

The longer you wait, the more you’ll have to put away each month to reach your retirement goals.

This example is hypothetical and does not represent an actual investment. This uses a nominal 9% rate of return, compounded monthly. It uses a constant rate of return, unlike actual investments, which will fluctuate in value. It does not include fees and taxes, which will lower results.
Account Types
  • Individual
  • Joint
  • Trust
  • Estate
  • IRA (Rollover, SEP, Roth, etc.)
  • Corporations
  • Partnerships
  • Custodial / Guardian
  • 529 College Savings
  • Endowments
  • Foundations
  • Charitable Trusts
  • Many Others