Ivy R Marsh, CLU®, ChFC®

Wealth Management Advisor

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Ivy Marsh and her highly qualified team, is uniquely positioned to assist you with:

  • Personalized Strategic Planning

Understanding the needs and long-term goal of the individual

Offering diverse strategies to meet those goals while navigating the ebb and flow of an ever-changing economic market

Establishing relationships with clients that build trust and longevity for an overall holistic approach to financial planning

  • Investment Services

Anticipated college expenses

Advisory investment services

Retirement income planning

  • Estate Planning

Flexible solutions that allow for asset control

Efficient transfer preparation

Comprehensive strategies for estate preservation

 

Ivy and her team will work to do more than determine a planning solution; they will build a strategy that is right for you. Together, they will work to develop a financial plan that balances your short-term needs with your long-term goals.

 

 

 

Are you and your family protected for the long-term?

To learn more about long-term care insurance, call Ivy Marsh today.

 

 

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck