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Ivy Wealth Advisors can help plan with your family’s best interests in mind.

Whether you require financial or insurance planning, an estate planning advocate, or advice on personal risk management, we will provide you with suitable advice. We will work with you to understand your needs and help work toward your goals.

Coordinated planning is needed to help ensure that your financial situation is in order. From retirement planning, ensuring your income is covered should a disability occur, and advising on long-term care and employee benefit options, we work with you to help ensure that matters are organized properly when they matter most. Advising on your portfolio with “the big picture” in mind while advocating for your custom needs is our only goal.

Key Services For Individuals

  • Help preserve your family’s lifestyle
  • Managing retirement risk
  • Workplace benefits and personal planning
  • Gifting programs
  • Disability and long-term care considerations
  • Design of a personal estate plan

Insurance Planning

  • Help preserve your family’s lifestyle
  • Managing retirement risk
  • Workplace benefits and personal planning
  • Gifting programs
  • Disability and long-term care considerations
  • Design of a personal estate plan

Planning for the Affluent

With significant wealth comes great opportunity as well as an increasing complexity of choice. While maintaining and growing your assets are critical, equally important is developing a strategy for leaving behind a legacy and having the freedom to pursue what is most important to you.

At Ivy Wealth our purpose is to deliver exceptional financial guidance personalized for you. Our process starts with gaining a deep understanding of your values and unique perspectives on finances. We make it our goal to anticipate your needs, taking proactive steps to make timely recommendations that hold true to your best interests. Services which can assist you with your goals include:

  • Comprehensive financial planning
  • Advanced estate planning
  • Portfolio and investment analyses
  • Tax-sensitive investing
  • Alternative investments
  • Trust services*
  • Insurance planning Foundation and endowment guidance

Ivy Wealth Advisors have the expertise, dedication, and a vast array of resources to help you pursue your goals.

Wealth Management

We take a highly disciplined approach toward helping clients pursue their long-term investment goals and objectives. You have invested time and resources into building your wealth. Now let our team help you work toward reaping the rewards.

Our investment specialists will develop a plan designed to maximize financial resources that takes into account short-term and long-term goals, risk tolerance, life changes, market volatility, and other variables to manage your assets over time. Advice about your investment portfolio can help mitigate risks and suggest an appropriate asset allocation for your benefit. It is imperative to balance returns and risks in a manner with which you are comfortable in pursuing your financial goals. With your input, we will design and implement your personal financial plan. It will take into consideration not only your personal assets but also the financial benefits you enjoy as an employee or business owner. It will also examine and include consideration of government programs such as Social Security and Medicare to which you will someday be entitled or in which you are currently participating. In summary, your plan will be designed and reviewed with you on an ongoing basis so that all of your financial resources work harmoniously to help increase their effectiveness in carrying out your personal goals.

Retirement Planning

There’s more to retirement planning than simply rolling over your 401(k) and deciding when to start drawing Social Security benefits. It is important to develop a retirement strategy that allows you to enjoy the fruits of your labor when you retire by generating an income stream to provide for a comfortable lifestyle.

The retirement planning specialists at Ivy can explore your goals, resources, and timelines and tailor a plan to help ensure you have the most comfortable retirement you envision. Our retirement planning process starts with getting to know you: your life’s passions, your fears, your dreams. We help you establish realistic retirement goals and objectives and together we develop the plan to help you accomplish them. The amount you contribute and the types of financial instruments utilized may change as you progress through the different stages of your life, so it is important to assess and adjust your portfolio on a regular basis. What is your risk tolerance versus your need for stability? Have changes in health or other life events occurred that demand a change in your retirement timeline? When looking forward, and as your goals and resources evolve, it is crucial to have a trusted advisor with experience on your side. Enjoy your well-earned retirement years with the confidence that our advisors can help provide. Call the retirement specialists at Ivy Wealth today.

Financial and Estate Planning

Estate planning is an important facet of your retirement planning. No one wishes for their life’s earnings and investments to be lost to taxes or to create a financial burden on their loved ones.

Proper planning can greatly minimize tax consequences and liabilities when your assets are transferred after your death. Products and services include but are not limited to:

  • Estate tax reduction strategies
  • Coordinated plan design
  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Gifting programs
  • Protection for your family’s lifestyle

What will your family members need financially to maintain their lifestyle level? Does your strategy take into account family members with long-term care or special needs or charitable causes you wish to support? Have you considered all options to potentially reduce tax exposure such as gifting opportunities? Planning your legacy requires careful attention to detail. Our team will listen carefully to you and implement a plan to help ensure that your personal objectives are met. Let the professionals at Corner Office Financial help you safeguard your assets for the future.

Cetera Financial Specialists and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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