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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

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