Financial Advocates

Who is a true financial advocate?

A true financial advocate represents the client with complete unbiased advice. According to the law, an advisor representing a Registered Investment Advisor firm such as ICS, must also accept fiduciary responsibility for their recommendations to the client. This situation is very different from an advisor that is representing a brokerage or insurance company, or any firm that has certain products to sell to the consumer. ICS is not tied economically to anyone to sell anything.

When you think of all the ways it affects your life, it’s no wonder that money consistently ranks as one of the leading causes of stress for Americans. Whether short-term or long-term, financial planning is a complicated balancing act. It can be difficult to manage on your own, and that’s where we come in. Learn how you could benefit from a professional financial advocate.

Common Questions

Because financial planning can encompass so many different areas of your life – taxes, investments, retirement, money management, insurance, estate planning, etc. – it can be hard to keep your goals on track. That’s where a clearly defined path to a comfortable financial future is important. As an objective financial advocate we can turn your worries into defined expectations, with your financial goals at the destination.

Having a plan can help highlight areas of strength and weakness. Financial planning gives you the objective perspective that can help recognize where spending may be futile. It can also help redirect money that could be spent in more beneficial ways.

Having an advisor can force you to stop procrastinating and establish an emergency fund, retirement savings, or investments. We can analyze your current assets and existing plans to create a clear path for your financial future; making you feel more comfortable should crisis occur.

An American survey found that people who plan feel more confident about their financial decision making, manage to save more money, and feel better about their progress to date in saving for financial goals. Having a financial plan can ease your stress and benefit your emotional well-being. If your financial goals are on track, your ability to save and your confidence levels both will increase substantially.

Financial planning is a systematic way of organizing your financial affairs in the most effective and efficient manner in order to achieve your life goals. Investment Counseling Services can put your situation into perspective and help you evaluate your options.


Contact Us


219 W. Boyd Street Suite 205 Norman, Oklahoma 73069 – Phone 405.447.6676 Fax 405.447.4654 – –  8-5 Mon – Thu and 8-12 on Friday