21 Stories of Heartbreak and Hope


What happens to your family if you die?

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

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"Nicolas still watches over them..."

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"When the unthinkable becomes reality...

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"A firefighter who was always prepared..."

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"Keeping a family and business afloat..."

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"Keeping us going..."

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"Giving a family what it needed..."

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"How we help people avoid disaster..."

What happens to your family if you become permanently disabled?

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

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

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"Disability insurance saved our family...

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"Do you need better insurance policies..."

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

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"Accelerated death benefit."

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"Saved our new home from disaster..."

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"Disability insurance saved my live..."

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"Are your policies the best you can get?"

Minimizing stock market risk with annuities...

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Annuities 101 - Key Basics

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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?


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"This Good Samaritan left a legacy..."

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"Legacy planning helped Scott and Cathy"

Paying Less for College

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

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


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"Myths about financial aid"

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"...a less volatile college planning soution"

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

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

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