At Integrated Capital Management, it is our goal to personally and comprehensively guide our
clients as they transition through the accumulation, retirement, and distribution phases of
Integrated Capital Management is a fiduciary. We have a responsibility to our clients to provide the utmost trust and confidence to manage and protect their money.
At Integrated Capital Management, we guide our clients through major transitions such as marriage and having children, divorce, the loss of a loved one, a job change, and retirement.
As an independent, fiduciary investment and retirement planning firm, our recommendations are entirely based on your goals and aspirations, not on us selling products, meeting quotas, or striving for incentives that don't serve you. When you thrive, we thrive.
Honesty, integrity and competence are the pillars of advice when working with our advisors. We spend a lot of our time educating our clients on all of their options when they need to make a financial decision. Our process combines the pillars of advice with our educational approach to equip our clients with the tools to be successful. Once our solutions are implemented, we proactively communicate and educate each client on the status of meeting their goals.
|Firm Start Year:||2010|
|States Licensed in:||AZ, CA, CT, FL, IL, MD, MI, MN, NY, NC, OH, PA, SC, TX, WA, WI|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life , Health|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Compensation Methods:||Hourly , Flat Fee , Commissions , Based on Assets|
|Additional Details on Charges:||My investment advisory fee starts at 1% and goes down depending on the account size.|
|Organization:||Society of Financial Service Professionals Detroit|
|Organization:||Michigan State University AES Engineering Board East Lansing|
|Bachelor of Science - Engineering||
Michigan State University - East Lansing
|Master of Business Administration||
The University of Michigan - Dearborn
|Grosse Pointe||Keego Harbor|
|Royal Oak||South Lyon|
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
Each year, the Michigan State University College of Engineering gives awards to distinguished alumni in each department who have brought honor to the college through their exceptional achievements, both professional and philanthropic. The awards are presented at a banquet each spring during commencement weekend.