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.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
