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Ivy Emerick, CFP®

Comprehensive Financial Planning Services

4520 Northwestern Dr
Zionsville, IN 46077-9224
Phone: (317) 228-6222
Fax: (317) 228-6223

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.