Financial Solutions

Financial Solutions Team

Our Planning Experience

With You

Our Financial Solutions Team partners with the ICA Group advisors to share independent investment insight and determine an appropriate plan for the client. Working hand-in-hand with advisors, and utilizing the LPL resources, we identify and prioritize issues that are uncovered in the profiling and discovery process.

Life Planning Guide (xls)

2020 Key Numbers

FST Contact Information

fst@icadvisorgroup.com

Teresa Hettinger

720-758-8000 x3

teresa.hettinger@icadvisorgroup.com

Shaun Campbell

720-758-8000 x4

shaun.campbell@icadvisorgroup.com

1) Engage

Organize and prioritize client information.

4) Consult

Strategy session with advisor to develop action items.

2) Design

Build personalized financial solutions including 3rd party technology.

5) Connect

Begin networking between the advisor, the FST and LPL resources

3) Review

Review presentation with advisor of potential solutions.

6) Maintain

ongoing service, review and monitoring of plan.

When to Work With Us?

Social Security Analysis

Tax Planning

Full Case Design

Investment Strategies

Second Opinions

Roth Conversions

Portfolio Analysis

Hypotheticals

Advisory Model Analysis

Ready to Get Started?

Gain access to amazing resources to enhance your practice.

We Are Better Together

©2021 Investment Center Advisor Group - All Rights Reserved.

Powered by Bocivus®

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY.

Investment Center Advisor Group (ICA Group) is a separate entity and not affiliated with LPL Financial.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.