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Along the journey of life, one will encounter situations where planning is involved and greatly needed. For instance, planning for a child’s education and ultimately planning for your comfortable retirement will come to mind.

Retirement Planning

Ivory can help guide you along the path to and through retirement. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.


The ultimate goal; retirement. We know you see it, it is coming. We all want to be able to have enough income to live comfortably. Breathe easy, our guaranteed products help you do just that. Our annuities help you accumulate assets for retirement, as well as provide an income stream that you can not outlive. No matter where you are in your retirement planning we can help achieve your goals.


IRA stands for Individual Retirement Account, and it’s basically a savings account with big tax breaks, making it an ideal way to sock away cash for your retirement. A lot of people mistakenly think an IRA itself is an investment – but it’s just the basket in which you keep stocks, bonds, mutual funds and other assets. There are several different types of IRAs, including traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs.

Own a business? We can setup a corporate 401k plan for all your employees. We offer a diversified fund lineup to accommodate all levels of risk tolerances to help prepare your employees for their retirement.

College Planning

In most cases, college tuition is the 2nd largest expense in one’s life, right behind owning a house. Our team of advisors can help you plan for your child’s future education expenses by providing tools, guidance and multiple solutions to give them a head start in life.

529 College Plans

Tax-advantaged investment vehicle designed to encourage saving for the future higher education expenses of a designated beneficiary. Another benefit associated with 529 Plans is the ability to transfer unused amounts to other qualified members of the beneficiary’s family without incurring any tax penalty. Money from a 529 plan can be used for tuition, fees, books, supplies and equipment required for study at any accredited college, university or vocational school in the United States and at some foreign universities.

Coverdell Plans

Coverdell ESAs can allow almost any investment inside including stocks, bonds, and mutual funds. Balances in a Coverdell ESA must be disbursed on qualified education expenses by the time the beneficiary is 30 years old or given to another family member below the age of 30 in order to avoid taxes and penalties. Coverdell ESAs allow withdrawing the money tax free for qualified elementary and secondary school expenses.

Helpful Calculators


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