Insurance products and services offered through IvyWest Financial, LLC. Accounting services offered through GPCD Partners, LLC. Advisory service offered through LifeTyme Financial Advisors, LLC. The aforementioned are non-affiliated companies. IvyWest Financial, LLC., is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. IvyWest Financial | 107 Chesley Drive, Suite 2, Media, PA 19063 (610) 627-0783 | answers@ivywestfinancial.com | www.IvyWestFinancial.com | www.IvyWestHealthcare.com