Perry L Smith Consulting

HistoryICON's Mission: Serving as their trusted Personal CFO, we bring vision and direction to the lives of our clients and their families. Our areas of expertise include, but are not limited to, the following: 1. Comprehensive Financial Planning 2. Tax Planning & Retirement Cash Flow Analysis 3. Investment Consulting & Wealth Management 4. Real Estate Planning (Analysis, Appraisal, etc) 5. Company Stock Option Analysis & Strategies 6. Asset Protection & Insurance Planning 7. Liability Management & Budget Planning 8. Estate & Business Succession Planning 9. Philanthropic & Charitable Giving Planning 10. Intergenerational Wealth Transfer Planning 11. Portfolio Analysis & Optimization Techniques 12. Education Planning (529, GET, Financial Aid)SpecialtiesICON Consulting was founded with the singular focus of helping clients understand and make informed decisions regarding their financial well being. We have a fundamental understanding and focus that the most important part of our relationship is to protect and look out for our clients' best interests. As we cultivate relationships with our clients that last a lifetime, it is our unbiased and expert knowledge that is the key to our shared success. Gaining and retaining wealth requires education, vision, and direction, and it is extremely difficult to navigate in the financial world if you don't have someone you trust teaching you the rules. With over 70 years of combined experience, ICON Consulting is one of the Northwest's most sought after independent, fee-based financial planning and wealth management firms. As leaders in our industry with respect to strategic consulting and independent advice, we serve our clients and their families as their trusted Personal CFO.