For nearly four decades, Indicon Inc., an independent financial firm has been offering comprehensive advice, services, and programs to individuals, businesses and institutions. Decades of training and experience are applied to the creative and effective wealth management solutions we provide for our clientele. The qualities that set us apart: • KNOWLEDGE AND FOCUS • OBJECTIVITY • COMPREHENSIVE SCOPE • INTERGENERATIONAL CONTEXT • PROFESSIONAL RELATIONSHIPS • CONTINUITY www.indiconinc.com Specifically, a brief summary of our services include: • Strategic Portfolio Management • Pre-Retirement and Post-Retirement Planning • Generational Wealth Transfer and Estate Planning • Business Succession • Career Exit Strategies • Insurance Protection Risk Management • Wealth and Investment Management • Portfolio Analysis and Monitoring • Asset Allocation Strategies • Qualified Retirement Plans – 401(k), Pension, Profit Sharing • IRA – Traditional/Roth/Rollover • 529 Plans/Education IRA • Stocks and Bonds • Mutual Funds • Variable Annuities • Exchange Traded Funds • Separate and Wrap Account • Financial and Estate Planning • Estate Tax Planning • Charitable Gifts • Estate Liquidity Analysis • Tax Reduction • Strategies