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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.

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Taking this quiz may help increase understanding of estate planning.

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Estimate the future value of your current savings.

How Long Will Your Funds Last?

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