Our Purpose

At The Investment Consulting Group, our goal is to help you achieve your financial goals and dreams.  We believe wealth creation requires a smart, proactive approach and we'll be with you each step of the way so you can make informed investment decisions.

As an investor with The Investment Consulting Group, you deserve our personal and professional attention.  We understand our investors have specific needs at different times throughout their lives, and we assist our clients by providing individual investment plans and comprehensive recommendations.  At The Investment Consulting Group our clients are individuals with unique aspirations, and helping each of them realize their objectives is always our focus.

Our independent practice offers the advantage of enormous portfolio flexibility while enjoying access to the resources of Wells Fargo Advisors Financial Network.  We're here to use our decades of experience to help educate and assist you in pursuing your financial ambitions, and we want to be your trusted advisor—always there to guide you when you are making financial decisions.
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

More Newsletters →