Services

Financial Planning

Retirement Plans

Net Worth Statement
Cash Flow Analysis
Accumulation Strategies
Income Distribution Strategies
Education Planning
Insurance Planning
Tax Planning
Estate Planning
Medicaid Planning

401(K)
403(B)
457
Multiple Employer Plans (MEP)
Simple IRA
SEP IRA
Individual 401(K)
Non-Qualified
ESOP

Investment Advisory

Fiduciary Consulting

Non-Retirement (Individual, Joint, UTMA, Trusts)
Retirement (Deductible IRA, Non-Deductible IRA, Rollover IRA, Roth IRA)
UTMA/UGMA
Education (Coverdell, 529)
Trusts (Revocable, Irrevocable)
Emergency Account Management
Business Cash Management

Plan selection and design
Request for Proposal (RFP) development and assessment
Investment Committee development, guidance and education
Comprehensive plan governance and oversight
Target Date Fund selection and analysis
Comprehensive fee analysis
Quarterly reporting

Insurance Strategies

Income Preservation
Asset Protection
Estate Tax Minimization
Legacy Planning
Employer-Sponsored Group Benefits
Buy/Sell Agreements
Key Man Protection

Advisory services offered through Ivy Wealth Management, Inc., a DBA of Patriot Financial Group LLC, an SEC-Registered Investment Advisor.

Securities offered through Securities America, Inc., Member FINRA/SIPC. The Patriot Financial Group LLC, Ivy Wealth Management, Inc. and Securities America, Inc. are separate entities. This communication is strictly intended for clients and prospective clients of Securities America, Inc. residing in the states of CT, FL, GA, MA, NJ, NY, RI, SC, & WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

We do not provide tax or legal advice; it is important to coordinate with your tax or legal advisor regarding your specific situation.

CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS).

Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. The information contained in this website is for residents of the United States and is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any security or product that is referenced herein. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.