As a wealth consultant, Ivan takes time to listen, understand your goals, explain your options and help make informed choices. He will work with you to create a financial strategy for your short term, intermediate and long-term objectives and decide how best to implement them to help keep you on track.
Ivan specializes in :
- Comprehensive Financial Planning
- Retirement Planning
- Estate Conservation
- Wealth Management
- SBO – Benefits and Succession Planning
- Long Term Care/Life and Income Protection
- Investment Advice
- Financial Education Seminars
Ivan is registered to offer securities products in Georgia, North Carolina, South Carolina, Virginia, New York, Alabama, Florida, and Maryland and licensed to sell Life and Health Insurance in Georgia, North Carolina, South Carolina, Virginia, New York, and Alabama.
In his free-time, Ivan enjoys traveling, antiquing, water sports and writing.