MyICON focuses on helping clients understand and make informed decisions about their financial well-being. They provide advice on tax planning, investment planning, retirement planning, estate planning, risk management and insurance planning, cash flow and budget planning, business planning, education planning, and planning for major purchases. MyICON believes in providing unbiased knowledge and comprehensive advice to help clients align their financial decisions with their goals.
Fee Structure
MyICON offers financial planning services for a flat fee, with the price depending on the complexity of your situation and the resources needed from MyICON. Initial year fees range from $2,500 to $15,000. For example, at an hourly rate of $285 and 10 hours of consultant commitment, the fee would equate to $2,850. Renewal rates are often lower in subsequent years through their “MyICON Loyalty Discount”.