INQUIRIES

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ABOUT US

Meet our Team of Experts

Rita Falcioni

Executive Assistant

Rita Falcioni

Rita has dedicated herself to providing a positive and supportive environment for our clients and our team. She works hard to maintain our strong client relationships, assisting when and where she can. With over 25 years of experience in client services and accounting, she has proven that her commitment and precision allow her to excel in her role. She is proud to represent the ICP team and proud of her work.

Rita loves her time with friends and family, enjoys yoga and considers breakfast a meal to be enjoyed at any time of the day.

Uncommon Solutions

We specialize in designing unique solutions tailored specifically to maximize the financial success of business owners and incorporated professionals.

Impact

We have perfected planning methods to increase client’s wealth, focusing on delivering maximum value and desired outcomes.

Collaboration

We provide the best solutions for valued clients by working with existing advisors when implementing our
customized solutions.

Expertise

We provide uncompromising commitment to excellence. For over a decade, we’ve offered our services coast-to-coast and internationally, with proven success.

LEARN MORE ABOUT OUR SOLUTIONS

The most valuable call you’ll make

Your time is a limited resource, and so is ours. In 15 minutes we can walk you through our innovative solution to optimize the financial success of entrepreneurs and professional business owners. If you haven’t spoken with our team, you’ve never seen this tool before. You’ll want to stay on the call longer – we guarantee it.

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