PLANNING
This video explains what we do and how we are unique. But, we thought you'd also like to know exactly what happens during our comprehensive planning process. We are totally transparent. You should feel comfortable with us before contacting us. If you'd rather try us out first, start with a complimentary analysis of one of your retirement strategies like an annuity, life insurance policy, or investment that you already have. Click here for analysis details.
Developing a Comprehensive Financial or Retirement Plan: 6 Easy Steps
Getting to Know Each Other
Before working together, let's make sure our personalities and process is a good fit. We can do this via phone, video chat, or meeting in person for coffee. You'll already know a lot about us from the videos on this website. We will want to get to know you.
Goals & Current Resources
Take a look at our new software. It makes great planning more engaging and effective. What are your goals? What financial resources do you have now? Will they be enough? How much might you lose to inflation and taxes? Will fees drain your investment earnings? What if you live until age 90?
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Discussion of Strategies
This step is where we present our analysis of all your policy details and financial picture. We can cover the pros and cons of everything from 401(k)s to IRAs to annuities to life insurance to social security. We'll look at other financial issues from real estate to college funding to cutting business expenses or generating additional revenue.
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Plan Design
Now, we've put it all together into a comprehensive plan. You'll have a realistic picture of how to save, earn, and protect the money you need to do whatever you want in retirement - with the people you love. You'll probably sigh with relief.
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Plan Implementation
This is an exciting step where we put your money to better use. This involves implementing tax saving strategies, getting rid of policies with high fees and excessive risk, focusing your financial resources on your priorities.
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Annual Review & Updates
Let's follow up frequently. Your life may change via marriage, children, employment, etc... Investment options and IRS regulations can undercut the best laid plans if we aren't careful. So - we are careful. We stay in touch and do a formal analysis annually.
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Helping the People You Love
Now that you've taken care of your family, you can also help the people you love by referring us to friends and colleagues. Our new clients almost always refer us to 2 - 5 people. Those who've worked with our partners for a longer period of time refer 10 - 15 during the first 3 years. We sort of lose count after that as entire groups become part of our extended family.
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Protect & Increase Your Wealth Now and During Retirement. Call Sam at (800) 254-4719 x702
OUR PROMISE
Care. Protection. Guidance. This is what we do.
Call (800) 254-4719
Books & Publications
We believe you should have the same information that financial industry insiders have. Coming in 2016 - 2017: More than twenty publications including books, eBooks and easy to use step-by-step guides.
Comprehensive Financial Planning
Tax-Free Retirement
Rescuing Your 401(k)
Paying Less for College
Wall Street Truth & Lies
Mutual Fund Meltdown
WHO WE ARE MAKES A DIFFERENCE
As an Certified Public Accountant (CPA) for over 25 years, I've analyzed the tax returns and financial statements of thousands of families and businesses. Most people are not aware of the unexpected taxes, hidden fees, and costly contract loopholes in their financial policies and retirement strategies. For me, IvyWest Financial is about helping you protect the money you've worked so hard to earn. I'm the chief number cruncher and have been personally invested in a lot of sectors from start-ups to real estate to the stock market. Contact me anytime.
My Dad always challenged me, "Don't tell me what you believe. Show me what you do and I'll tell you what you believe," so after graduating from Yale I worked for the next 22 years helping educational nonprofits and business owners earn more money, more easily by serving their customers better. Along the way I became a consumer advocate and educator. IvyWest Financial is the culmination of that work into a financial planning process designed to help you, your family, and your friends live wealthier, healthier, happier lives.
