Why use IVY LEAGUE

WHY USE ROBERT NURSEY

 

Robert Nursey/ IVY LEAGUE Retirement Planning (ILRP) provides all of the following

                                                                                                                                                                           ILRP     Others

 

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Specializes in Comprehensive Retirement & Financial Planning?

 

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Provides monthly and quarterly newsletters with timely information and ideas about retirement, savings, and estate matters? (written in-house)

 

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Has Over 22 Years hands-on Experience?

 

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Is fully licensed in General Securities, Mutual funds, Annuities, Life,  Health & Long-Term Care Insurance,  Auto & Homeowners Insurance

 

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Works with Clients’ other advisors, i.e. Attorney, CPA, etc…

 

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Past instructor for adult continuing education course "Financial Strategies for Successful Retirement"

 

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Has trained over 100 other financial advisors and teaches professional continuing education classes for CPAs

 

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Is independent of the FINRA Broker/Dealer firm and NOT AN EMPLOYEE of firm, bank, or any insurance company?

 

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Is affiliated with an Independent Broker Dealer that has no proprietary investments.  Broker dealer has SIPC insurance protection up to $75 million?

 

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Works for the Client, not a bank, brokerage firm, insurance company or investment company.

 

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Limits the number of new clients to maintain high service standards.

 

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Author of local and national media articles, commentaries and seminars?   

 

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Is planning oriented rather than transaction oriented?  (most portfolio re-allocations incur no fees, loads, or commission charges)

 

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Is an FINRA Arbitration panelist? Has never had a client complaint filed with the FINRA (800) 289-9999

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Robert R. Nursey

721 UTA Blvd,  Arlington, TX  76013 (817) 275-8275