EDUCATION
Television & Videos
View over 125 Videos covering retirement and investment topics from annuities to college funding. Get to know us before meeting us in our series of video interviews. Need a guest for your television show? Call Sam at (215) 469-2277 x 701.
Books & Publications
We believe you have the right to the same information that financial industry insiders have. Coming in 2016 - 2017: More than 20 publications including books, eBooks and easy to use step-by-step guides.
Comprehensive Financial Planning
Wall Street Truth & Lies
Tax-Free Retirement
Rescuing Your 401(k)
Mutual Fund Meltdown
Paying Less for College
Radio & Podcasts
Discover what industry insiders know in our podcast and radio interviews. We frequently feature special guests. Interested in appearing on an upcoming show? Contact Natalie at (800) 254-4719.
News Articles
COMING SOON
Interview an expert for your news media company. Interviewees available for print, radio, or television news. Call (800) 254-4719
Our Blog
COMING SOON
Our blog posts including over 100 Video Posts are being moved from another website by June 1st. You can find our most recent posts on Facebook.
Tax & Accounting Publications by Frank DeLuccia, CPA
Business Healthcare
Non-Profit Management
Tax Deductions
Costly Contracts
About the Authors
Frank DeLuccia, a founding partner of IvyWest Financial who leads our Policy Analysis and Planning, has been a Certified Public Accountant (CPA) for 25 years.
Sam Ingersoll, who leads IvyWest Financial's Consumer Education, Media and Marketing efforts, has been an industry insider, consultant and executive since graduating from Yale in 1994.
Need advice? Ask the authors.
Call (800) 254-4719
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.
