Investing • Planning • Preserving • Protecting
ICM is Rich Dutrisac, Lee Bashforth and Jim Gilmore, CFP®.
We provide financial planning, investment management, insurance and financial services
to individuals, their families and their businesses to help preserve and grow their wealth.
Today's investment market is complex and constantly changing. As a result, investors and businesses are often not aware of the virtually unlimited choices regarding financial strategies, products and services.
As an independent financial services firm, ICM offers independent advice and a comprehensive suite of financial services. We provide our clients with their own secure financial website where they can see all of their financial information organized in one attractive and easy-to-understand place. Our mission is to help clients understand their options and make informed decisions when planning their financial future. We believe your future is too important to be simply dependent on market returns.
Working together, we evaluate current and future needs, develop custom strategies to help reach your goals, then help you select the vehicles to support those strategies. We work together to implement your strategies and track progress on an ongoing basis. At ICM, we've been providing clients with clear and independent financial advice since 1998.
Feel free to browse our site to learn more. You'll find a variety of articles, calculators, and research reports that will answer many of your questions and stimulate your interest. We invite you call us to set an appointment and we look forward to meeting with you.
We have representatives in this office licensed and registered to offer products and services in California and other states. Licenses and registrations will vary by representative and all our representatives are licensed and registered in additional states. Please contact this office for further information.
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