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

Investment advisory services are offered through Ivy Wealth Management, Inc., a DBA of The Patriot Financial Group, LLC.

Securities are offered through Securities America, Inc. (SAI) member FINRA/SIPC. SAI is separately owned and other entities and/or marketing names, products, or services referenced here are independent of SAI. This communication is strictly intended for individuals 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.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

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.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Ivy Wealth Management, Inc., The Patriot Financial Group LLC, and Securities America, Inc. are all separate entities.