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.

 

 

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