Financial Planning
Retirement savings has to be balanced and integrated with all the other financial goals such as home purchase, insurance management, education expenses, social security, estate planning and so on. The planning services offered by Ivy Financial helps pull together this information, giving you an integrated, multi-goal picture.
Our Financial Planning Process
Easy and confidential, there are six steps that establish a baseline for your financial wellbeing for years to come.
- 1
We review your overall personal financial situation, past and present to discover your financial objectives.
- 2
We gather your data and help you set your priorities – education costs, retirement, investments, tax management, risk management, and estate planning.
- 3
We analyze your current situation and help you determine the degree of risk you are comfortable with when it comes to your money.
- 4
We identify the resources you will need to meet your goals and outline a systematic plan to enable you to meet tomorrow’s objectives.
- 5
We offer solutions for reaching your goals; by making recommendations for the types of financial investments most suitable for your needs.
- 6
We help you monitor and update plan recommendations to keep your plan current in an ever-changing world.
What is Retirement Planning?
The vast majority of our Financial Planning is Retirment Planning. Retirement planning is essentially a global look at all assets, expenses, and resources and how these affect you over time. Detailed income and expenses are a crucial part of the initial data gathering. Many plans don’t take into account this simple but important step, leaving you with cash flow projections that are inadequate in later years. By getting an idea of the goals and objectives for your retirement, essentially the lifestyle you wish to lead in your later years, we will be able to determine from a financial perspective what roadblocks you might encounter. This enables us to quantify all of your information and create a plan with findings and recommendations that are specific to your situation and goals. Problems that may arise to potentially derail you will be addressed and specific strategies will be provided in writing.
Without coming up with a proposed solution to these problems they very rarely fix themselves. But, when they are analyzed and reviewed using our comprehensive retirement planning process, your goals can become realized.
Your Journey To Financial Freedom
create A Lasting Financial future & shape your Legacy – Plan Today.
Financial Planning is not only important for your financial future it can shape the financial future of your loved ones. Creating a lasting legacy maybe just one of your goals. We are dedicated to helping you navigate your financial goals. Don’t delay feel free to reach out to us today! For more information on our financial services click below.
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Planning First: Path to Financial Freedom
delivering innovative solutions
Many advisors start in the insurance industry so its no surprise that many of my clients have been sold too much insurance. Part of our insurance reviews incorporate what your overall needs for insurance are and if your policies are still working as intended. A small sample of what we do:
Empowering Clients, Enriching Futures
products that manage
your retirement needs.
Providing detailed information so you can make educated decisions. Insurance and Investment products are changing all the time and often are becoming more complicated. Helping you navigate these products so you can make the best decisions for your family is one of our many commitments to you.
A Few of The Many
Products We Offer:
