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

Life Insurance

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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