01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Retirement Planning

Retirement Planning Services in Arlington and Dallas/Fort Worth Retirement should be one of the best times of your life. After all, you’ve worked your whole life to get there. You’ve already achieved great things. At Ivy League Retirement Planning, we believe that together, we can help you achieve...
 

Family Wealth and Estate Planning

At Ivy League Retirement Planning, our comprehensive services go well beyond the boundaries of planning for your retirement. We can help you have greater control about the type of financial legacy you want to leave behind. No one wants to talk about their own mortality. But, it happens to us all...
 

Comprehensive Financial Planning

While a great majority of our clients come to us for a solid retirement plan, we often begin with a comprehensive financial plan. Comprehensive financial planning often involves all facets of planning, including tax planning, estate planning, and retirement planning. A comprehensive financial...

Our Team

Big enough to impress you

Small enough to know you

Caring enough to make a difference

Blogs

Robert Nursey |
Categories
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow? ALWAYS spend less money than you make. This may be the cornerstone of financial rules and it’s certainly the one that lends itself more to common...
Robert Nursey |
Categories
If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also available to help you with your savings goals, they are best suited for those just starting out or for those with limited funds to invest. But if you want solid, professional advice on where you should put your money, a financial advisor can be the answer....
Robert Nursey |
Categories
Retirement can sneak up on you. At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits. Perhaps you’ve found yourself daydreaming about a little cabin on a lake, or a small home in the mountains. You may have even entertained the notion of becoming an expatriate and...

Educational Videos

 

The Very High Cost of Waiting to Save for Retirement

 

What’s Your Risk Management Plan?

 

3 Key Elements to Early Retirement Success