Who Is IDIC?
IDIC Financial is an unconventional financial company. We take the approach that "there is no box" to think out of. We have more than 20 years of experience that we can bring to bear to solve our clients’ financial situations. It is our unconventional approach to finance that let's lets us see possibilities that others often overlook.
WE ARE NOT A INVESTMENT OR SECURITIES FIRM. WE DO REFER THOSE NEEDS OF OUR CLIENTS TO REGISTERED PROFESSIONALS.
Why Should I Choose IDIC?
You don't know it all.
IDIC can help you keep abreast of all the changes in the world of personal finance. It is a fast moving place. The rules are always changing. It is our job to keep you informed so you know everything you need to know.
Failure to plan is a plan to fail.
When you utilize IDIC for your personal financial needs we will create a plan for you so that you can go to bed at night knowing you have a direction to accomplish all the things you would like out of life.
We know finance.
With more than 20 years of financial services experience, we’ve learned a lot about what works and what doesn’t.
What Does IDIC Do For Me?
Personal CFO For Hire.
Navigating your personal finances is not an easy task. We have figured out like all people who improve. They need a plan and accountability. We work to provide that and more as your CFO for hire. Ask us more about this groundbreaking approach to helping you achieve your financial plans.
IDIC Financial Insight "on-tap"
You’ll have real time access to our vast experience to answer any financial questions you might have. Also, we will help you with our insights when you have to decide between one financial product or another. Our knowledge for you will always be "On-Tap". This service is a benefit of have a Personal CFO or Employee Sponsored Financial Health Plan.
The Money Check-Up
IDIC Financial provides a personal money check-up on a annual or semi-annual basis. Here we will review our previous plan. And make sure everything is still working towards the plans goals and objectives. This is another service that comes with the Personal CFO or Employee Sponsored Financial Health Plan.