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

What We Do

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What We Do

Financial Plans Built for the Individual

At Interactive Capital Management, we understand your financial planning and investment needs dictated by your personal circumstances. You dictate your own individual goals and objectives. You require an advisor relationship that puts your interests first and offers proven experience.

Committed to establishing a win/win relationship with our clients, ICMC serves as your financial guide. From individuals just starting to invest or to ones transitioning to retirement, we can help you create a plan appropriate for your lifestyle.

To determine if we’re a good fit, to establish a win/win relationship, we offer a complimentary "Get Acquainted" meeting. At this meeting, we determine what, if any, ICMC services allow you the flexibility you need. Our service offers a variety and complexity of multiple lifestyles and financial goals:

Comprehensive Planning: For clients requiring integrated financial services (e.g., retirement, investment portfolio, estate planning, etc.)

Investment Management: For clients requiring investment portfolio assistance with access to long-range planning and analysis

Legal Pad Financial Plan: For clients requiring immediate help/feedback to begin their financial planning

Investment Advice not Sales

The financial planning firm, Interactive Capital Management, promotes an investment strategy driven by your goals and capacity for risk. ICMC does not rely on the latest, heavily promoted Wall Street investment trend. Investing without a plan is like going on a trip without a map; you’ll eventually get there, but not without detrimental detours.

Discover how to simply your financial life

To help you define your plan, we’ll identify strategies specific to your circumstances within these core areas:

Life Values and Goals
Cash Flow Planning
Retirement Income Planning
Risk Management and Asset Protection
Asset Allocation Strategies reflecting your goals
Investment Review and Planning
Education Planning
Tax Planning
Estate Tax Planning

Success is to be measured not so much by the position that one has reached in life as by the obstacles which he has overcome.

— Booker T. Washington

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.