Business Solutions:

Group Benefits

Retirement Plans

Executive Benefits

Succession Planning


Business Solutions:

Businesses face a different challenge than the individual.  Not only do businesses need to continuously grow, define and establish their companies in their respective field; they also need to attract, retain, and satisfy quality employees.  It is important that businesses consider the possibility of the owner or a partner passing away or becoming disabled and the planning involved in that transition.  Quality business planning offers a solution to these issues.

Do you have a quality group health care plan for your business?  If a partner passes away tomorrow, do you have a plan for this, or will their spouse be your new business partner?  Are your other group benefits competitive for your marketplace as well as cost efficient?  Do you have a plan in place to insure in the event a key employee passing away?

Business Solutions Overview

We believe…

Ivy Financial Group  -    Toll Free: (800) 692-6802    Fax: (800) 692-6802   - email:

4605 Pewter Lane, Manlius, New York 13104