About The Firm
ICON Wealth & Legacy
Financial Services
The firm provides a coordinated financial plan through collaboration with our client’s key advisers including the CPA, attorney, insurance, and investment professionals working primarily with closely held business owners and real estate entrepreneurs.
About Heath Goldman
Acting as the Financial Architect for business owners/real estate entrepreneurs, Heath helps his clients save money and create a lasting legacy utilizing a unique 6-step planning process. He coordinates the collaborative efforts of their 5 key advisors. This typically includes the CPA, attorney, insurance professional, investment professional as well as their CFO to help with the creation of a customized financial plan. His process can potentially help already affluent business owners or real estate entrepreneurs to reduce or eliminate ordinary income, capital gains and/or estate taxes.
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