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.

Financial Planning Process

Research shows that people with a financial plan have twice the money saved for retirement as those without a plan. The key is to develop and follow a comprehensive financial plan that maps out your strategy for retirement and all of your other financial goals.

Those who had developed a financial plan were far more likely to say they were prepared for retirement than were those who had not. Nearly half of those with a plan said they expected to retire with the same or higher standard of living as before they retired.

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 INVEST 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:

4605 Pewter Lane, Manlius, New York 13104