Our Team
Paul Ivanoff
I’ve been privileged to visit with over 5,000 families over the past 33 years. Many of these folks were ready for retirement, but their financial portfolios were not ready to provide income for a retirement that could last up to 30 years. I have helped protect over 2,000 clients from the nursing home, government taxation, market volatility and low yields down at the bank. I enjoy helping my clients implement strategies to eliminate the hidden fees in their retirement plans. In many instances they have also been able to reduce and even eliminate the standard fees associated with their plans. It is rewarding to help my clients find income they didn’t know they had by maximizing their Social Security income, as well as their incomes from their 401(k)s, IRAs, savings and portfolios. I take my job as an independent advisor seriously and consider it extremely rewarding.
Travis Ivanoff
I’ve been involved in the finance industry for the past 8 years. I have been working with nurses for a majority of the time. I specialize in the college planning program, but work in each of the other spaces. I enjoy helping my clients implement strategies to allow their children the opportunity to attend college without sacrificing their retirement. I've helped many kids achieve their dreams, which they may not have thought possible due to financial constraints. I have also shown many nurses how to enhance their retirement by eliminating unnecessary fees in their 401(k)s and IRAs. I'm extremely passionate about my practice and enjoy being able to make an impact on so many lives.