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Financial Planning

Planning Overview

Retirement Planning

Estate Planning

Tax Planning

 

Our Financial Planning Process:

Easy and confidential, there are six steps that establish a baseline for your financial well being for years to come.

• We review your overall personal financial situation, past and present to discover your financial objectives.
• We help you set your priorities for the future — education costs, retirement, investments, tax management, risk management, and estate planning.
• We help you determine the degree of risk you are comfortable with when it comes to your money.
• We identify the resources you will need to meet your goals and outline a systematic program to enable you to meet tomorrow’s objectives. 
• We offer solutions for reaching your goals; by making recommendations for the types of financial investments most suitable for your needs.
• We help you monitor and update plan recommendations to keep your plan current in an ever changing world.

Americans who receive guidance from financial advisors feel markedly more prepared for retirement. According to the data:

• 7 in 10 (70%) Americans with advisors said their retirement plan is designed to withstand market cycles compared to 30% of those who do not use an advisor
• Nearly all those with an advisor (92%) have discussed retirement with someone relative to just have 51% of those without an advisor
• People without financial advisors are twice as likely (53%) as those with advisors (27%) to view lack of savings as an obstacle to financial security in retirement
• 49% of people without an advisor have taken no steps to address the possibility of outliving retirement – three times as many as those with an advisor (15%)

source : http://news.northwesternmutual.com/planning-and-progress-2017

Helping you see the big picture...

Retirement savings has to be balanced and integrated with all the other financial goals in your life such as home purchase, children’s schooling, caring for aging parents and so on. The planning services offered by Ivy Financial Group through LPL Financial helps pull together this information, giving you an integrated, multi-goal picture.

Ivy Financial Group  -   Toll Free: (800) 692-6802    Fax: (800) 692-6802   - email: info@ivyfinancial.com

4605 Pewter Lane, Manlius, New York 13104