Pension Analysis for School Employees

What Happens During My Pension Review Appointment?

We will help you:

(1) Determine how much money you will need during your retirement years,

(2) Calculate your pension benefits,

(3) Explore ways to make up the gap between what your pension provides and what you will need.

You don't need to bring your checkbook.

We appreciate the work you and other public employees do for our families. We are happy to provide you this complimentary consultation - AND any other follow-up meetings - free of charge.

If you have any questions or concerns, you can contact me anytime at sam@ivywestfinancial.com or (800) 254-4719.

Warm Regards,

Sam Ingersoll
Founder, Director of Education

ABOUT SAM

After graduating from Yale University, Sam spent eleven years as an executive of educational nonprofit organizations and twelve as a business and financial consultant to celebrities, pro athletes, real estate and financial services companies.

Sam's wife is a doctor and they have three children: a 19 year old son with Down syndrome, a 12 year old adopted daughter, and a nutty 6 year old.

Sam founded IvyWest Financial along with his friend, Frank DeLuccia, a Certified Public Accountant (CPA) for over 25 years, to help educate the public on the truth about the financial services industry and retirement strategies.