Our Company
About Ivory Tower Financial Services
Ivory Tower Financial Services has offered investment- and insurance-related services since 1994. Over the years, we have worked with business owners, churches, nonprofit organizations, and individuals to help them evaluate insurance and financial products based on their individual circumstances.
As an independent agency offering securities through GWN Securities, Inc., we have access to a variety of investment and insurance products from multiple providers, along with administrative and technology resources that support our business operations.
We offer a variety of financial products and services, including IRAs, annuities, life insurance, health insurance, disability income insurance, and employer-sponsored retirement plan options, where appropriate. Investment products available through GWN Securities, Inc. include stocks, bonds, mutual funds, and other approved securities.
Our approach is to understand each client's circumstances and provide information about available investment and insurance products and services. We assist clients in reviewing available options and making informed financial decisions based on their individual objectives, financial situation, and risk tolerance.
We also provide education and discussions related to topics such as retirement, college savings, employee benefits, executive benefits, business continuation strategies, insurance, and investment fundamentals.
We appreciate the opportunity to serve our clients and welcome the opportunity to discuss the investment and insurance products and services we offer.
