Our Firm

  We are completely committed to the financial planning process.  Using proven evaluation techniques, our firm is able to produce a guide for individuals and entities that are serious about managing risk over time.  We understand that every client case is different.  At Investment Centers of America, we take a long-term approach and customize portfolios to a client's needs.  Our firm prides itself on establishing relationships that last not only a lifetime but span from generation to generation.  We invite you to come by anytime and let us get to know you.

 We understand that retirement has a whole new meaning.  Our clients are looking more towards what their lifestyle will be versus how much money they have.  They are looking to stay active and involved in their careers or start something entirely new.  The bottom line is that retirement is a new and exciting stage in life, and our mission is assisting our clients achieve their lifestyle goals.