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Contact Brenda To Review Your Situation

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Help Educate You On Options

Request a No Cost Consultation

Contact Brenda To Review Your Situation

Get Started

Contact Brenda To Review Your Situation

Get Started

Contact Brenda To Review Your Situation

Get Started

EMPLOYEE BENEFITS CONSULTING

Assisting businesses and non-profit organizations in evaluating group health, life, and structured benefit options.

MEDICARE PLANNING

Before choosing a plan, we want to be sure you know the difference between your many Medicare plan options.

RETIREMENT

Annuities are investments that can be used to help build a guaranteed income stream or a retirement nest egg.

Offering Personalized Service and Support!

Ivory Tower Financial Services is an independent insurance agency offering insurance options for businesses, individuals, families, and seniors. We work with various insurance companies so we can help clients review coverage options that may be appropriate for them. Ivory Tower clients are located across the greater Chicago Metro area and Illinois, giving us familiarity with the insurance landscape. We review available plans with a focus on costs and coverage features, and provide insurance education aimed at helping clients make better-informed decisions. One of our primary objectives is to establish long-term relationships with our clients. We listen in order to get to know you.

We are positioned to provide a range of insurance-related services, including retirement-related insurance discussions, college savings education, business continuation, employee benefits, and executive benefits, as approved and applicable. We look forward to helping you review your insurance needs.

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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How Long Will It Take to Pay my Balance?

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck