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.

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?
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