Insurance Services

Risk Management

Life Insurance

Long-Term Care

Disability Insurance

Risk Management:

Risk management is a critical component to any financial plan.  It offers you the ability to protect and help provide you and your financial independence and also allows you to leverage a small premium to protect against potentially catastrophic financial events.  When we take you through our risk management process, we review each of the areas that would affect you or your family in the event of a loss. These areas may include disability, health, life, long-term care, liability and other types of insurance. We then assess what resources or coverage you currently have and determine if you have an excess or shortage.  Our final findings and recommendations are mapped out so you can carefully review the options and choices of several companies to provide the appropriate overall solution.

“Many times we find that we can lower our clients overall insurance costs by taking them through our comprehensive risk management process.” 

Risk Management Process



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

4605 Pewter Lane, Manlius, New York 13104