Enhancing your Life’s Time

Enhancing your Life’s Time

The most precious asset we have is our Life’s Time – the pursuit of a fulfilling life that includes the peace of mind and clarity that everything is alright. Money – a piece of paper, with numbers and words printed on it claims a large percentage of our...
Optimal Estate Planning

Optimal Estate Planning

A typical traditional estate plan results in the following: Too much tax being paid Asset liquidation in order to pay these taxes Confusion and disorientation of beneficiaries (and remaining spouse) Regret and unnecessary asset loss How can it be the most beneficial...
Who runs this thing…

Who runs this thing…

The Principal, Kevin Smith, has been a financial planner for 28 years. During the 28 years, Kevin has advised numerous wealthy clients. He has continuously grown ICON’s client base and business without any advertising or marketing efforts. All growth has been through...