A Relationship Built to Last
When your investment strategy calls for unique, personalized service and high quality support, ICI is the answer. Our full service brokerage representatives can help you design and implement a plan that suits your style and addresses your needs.

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Our Products and Services
- Retirement planning - to design an investment strategy to help you pursue retirement goals
- Estate planning - for preservation of wealth from generation to generation
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- Insurance planning - including life, disability and long-term care insurance, to ensure that you and your heirs are well cared-for
- College planning - long-term planning to ensure you’re ready when your children are
- Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor,
Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.
Our Financial Representatives
414 Church St. Suite 221
P.O. Box 798
Sandpoint, ID 83864
Phone (208) 448-0150
Fax (208) 448-1390
Toll Free (888) 844-5336
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
| Not insured by any Federal Government Agency |
Not a Bank Deposit |
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor,
Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.
Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, FL, HI, ID, IL, MO, MT, NV, NY, OH, OR, TX, UT, WA
Panhandle State Bank and Intermountain Community Investment Services are not registered broker/dealers and are not affiliated with LPL Financial