21 Stories of Heartbreak and Hope


What happens to your family if you die?

"In any family there's that moment when your world changes forever...

"Nicolas still watches over them..."

"When the unthinkable becomes reality...

"A firefighter who was always prepared..."

"Keeping a family and business afloat..."

"Keeping us going..."

"Giving a family what it needed..."

"How we help people avoid disaster..."

What happens to your family if you become permanently disabled?

"Careful planning saved our family and business..."

"Our new home was saved from disaster..."

"Disability insurance saved our family...

"Do you need better insurance policies..."

What happens when you can't take care of yourself?

"Accelerated death benefit."

"Saved our new home from disaster..."

"Disability insurance saved my live..."

"Are your policies the best you can get?"

Minimizing stock market risk with annuities...

Annuities 101 - Key Basics

Annuity Myths & Truths

During my TPAF and Retirement Review I was very impressed with Steve Carter. He answered my questions and basically was there to help me. It didn’t matter if I signed up with him or not, he was willing to assist me. When I told him I needed time to think about what I wanted to do with my 

Sam Ingersoll
Ivy West Financial

What will your legacy be? What will you leave them?


"This Good Samaritan left a legacy..."

"Legacy planning helped Scott and Cathy"

Paying Less for College

"...when you are comparing financial aid awards..."

"...the truth about college costs, solutions, and the value of an Ivy League education...


"Myths about financial aid"

"...a less volatile college planning soution"

Finding solutions to your problems...
(Comprehensive financial planning)

"The problems we face are even more significant now..."

"...why an independent financial planner is important"