14090 Southwest Freeway, Suite 300 • Sugar Land, TX 77478 Call Us! (713) 521-9525Home Client Area

*August 2010 Monthly Economic Update * For the stock market investor, last month was pretty lackluster – *the DJIA suffered its first negative August since 2005, sliding 4. more

*WHAT EXACTLY IS WEALTH MANAGEMENT?* *The two words signify a far-reaching kind of financial care. more

*GOOD FINANCIAL STEPS TO TAKE WHEN YOU GET MARRIED* *If you’re going to say “I do”, here are some things you might want to do. more

"August 2010 Monthly Economic Update" on Making Cents DJIA first August loss since 2005. http://su.pr/65epRB

Tired of "Salesman" financial advisors? "Why People Want Independent Financial Advisors" Money Cents blog post http://su.pr/1F8ui1

These two words signify a far-reaching kind of financial care: wealth management http://su.pr/5QFWsa

Enhance Wealth

LEARN MORE.

Individual Plan Design

The Difference in an ICMC Plan

"Are You Prepared for the Nine-Minute Phone Call?"

"Downsizing Isn't All About Stuff"

Social Security: When Should I Take My Benefits?

Retiring Early: What about Health Insurance?

Are you Prepared for Long-Term Care?

Transition from earning money to enjoying what you have accumulated

At Interactive Capital Management, we partner with you to create a strategic financial plan to enhance the wealth you have accumulated. You have worked extremely hard to be where you are today. Locating the advisor you can trust and openly discuss financial strategies is your priority. When a fiduciary, fee-only CFP® is compensated only by you, this is the ideal solution. Your financial future should not be in the biased hands of product salesmen. Avoiding fads, trends and untimely mismanagement is critical.

Plan recommendations will address topics, such as:

What types of investments are appropriate for me?

How much investment risk is appropriate and manageable?

What level of cash reserves should I maintain?

Which retirement income sources should I tap first?

Should I consider using trusts to protect my assets?

Our thirty years of experience and wisdom verifies no two clients are the same. Advice must be tailored to your specific goals and objectives. As partners, the ICMC financial plan is created to transition you from where you are today, to where you desire to be in 5, 10 or 20 years. We can we help you today!

Annual income, twenty pounds; annual expenditures, nineteen pounds; result happiness. Annual income, twenty pounds; annual expenditures, twenty one pounds; result, misery.

— Charles Dickens

Site Disclaimer: All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Interactive Capital Management Company. Information, resources and material offered are believed to be from reliable sources, and no representations are made as to their accuracy or completeness. Interactive Capital Management Company has no control over the accuracy or content in websites found through the links within. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Interactive Capital Management Company, a registered investment advisory firm in the state of Texas. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to residents of any state other than the state of Texas where otherwise legally permitted or where an exemption or exclusion from such registration exists. We are legally empowered to provide investment advisory services to residents of Texas.