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At IVY LEAGUE Retirement Planning, clients come first!

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.

 

We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our superior client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates.

You can relax and enjoy the confidence that comes from knowing you are working with one of the leading financial advisors in the area.



Our robust menu Gold Medal Services is just one way we differ from other firms

Current firm   Ivy League                                                                    Investment “Watch Dog” Service

¨   þ Reviewing your investments and designing a personalized portfolio appropriate to your needs

¨   þ Continual monitoring of your investments

¨   þ Frequent meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio

¨   þ Quarterly Statements with detailed performance reporting 

¨   þ Independent Advice 

¨   þ Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s

¨   þ Aggregation of all your accounts to simplify and reduce paperwork

Tax Reduction Planning

¨   þ Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies

¨   þ Quarterly review of your tax situation and planning to incorporate any new tax law changes

¨   þ Complimentary consultation with your tax preparer

¨   þ Recommendations of tax solutions including tax advantaged investments

¨   þ Staying up-to-date on and presenting new tax laws that can affect your situation

Retirement Income & Distribution Planning

¨   þ Analysis of your income needs now and in the future

¨   þ Analysis of potential estate tax liabilities.

¨   þ Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living

¨   þ Recommendations regarding the most appropriate distribution strategy for your employer retirement plans & IRAs

¨   þ Analysis of the beneficiaries of your IRAs

¨   þ Review the possibilities of converting to a Roth IRA

Family Wealth Planning

¨   þ Analysis of your current estate plan and concerns

¨   þ Complimentary consultation with your attorney

¨   þ Assistance in transferring assets to your Living Trust or other trusts

¨   þ Providing guidance with the appropriate and necessary steps in the event of the death of a loved one 

¨   þ Review of beneficiary designations and asset titling

¨   þ Review of your long-term care needs.

Client Services & Communications

¨   þ Quarterly Newsletter to keep you apprised of the most current planning options

¨   þ Quarterly, semi-annual or annual reviews

¨   þ Special reports on how to help reduce your taxes and other important topics

¨   þ Special Gold Medal Service Events (including client education and appreciation events)


          Disclosure

© Robert Nursey 2016 all rights reserved. 

Securities offered through ProEquities, Inc. - a Registered Investment Advisor and a Registered Broker-Dealer, Member FINRA & SIPC. Investment Advisory Services offered through Investment Advisors, a division of ProEquities, Inc. Corporate Office: 2801 Highway 280 South, Birmingham, AL 35223 (800) 288-3035. 

No parts of this communication should be construed as an offer to sell any securities or provide investment, tax or legal or advice or recommendations. Securities will fluctuate in value and are subject to investment risks including possible loss of principal. 

Please be advised that presently Robert Nursey holds license #’s Series 3, 7, 25, 51, 63, 66 and is securities licnesed in Alabama Arizona California Colorado Florida Illinois Indiana Kentucky Louisiana Minnesota New York North Carolina , Oklahoma,  and Texas.  For residents of other states in which registration is not held, proper registrations must be obtained by Nursey or his designated advisor before proceeding further, and any requests for information or service may be delayed.


IVY LEAGUE Retirement Planning is independent of ProEquities, Inc.  IVY LEGUE Retirement planing and/or Robert Nursey, RFC may not be licensed in all states to do business. 

                    


© Robert Nursey 2016