Rest easy, we’ve got your retirement covered

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Retirement is more than just a phase—it's your opportunity to slow down and enjoy life. With a team of seasoned professionals, you’ll receive tailored strategies for asset protection, growth, and holistic retirement management. We’re committed to helping you simplify the complex, turning your retirement goals into a clear, attainable strategy.

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Meet Ivan North

Founder

“When life gives you more than you can stand, kneel.” –Gordon B. Hinckley


Ivan's upbringing occurred on a small farm in Wright City, Missouri, where he was the youngest of nine children—eight boys and one girl. His father instilled the values of honor and hard work, while his mother emphasized respect and manners. He learned survival skills and the importance of camaraderie from the rest of his family.


His faith in Jesus Christ as his Lord and Savior is a guiding force in his personal and professional life. Ivan is an active church member and is always willing to extend a helping hand to those in need. He attests to the aid he has received from others throughout his life.


In 1998, his first wife, Pam, passed away after 16 years of marriage, which proved to be a humbling experience and taught him what families endure during tough times. In 2010, he married Mary in the Cayman Islands. They live in St. Charles, MO, and are the proud parents of three daughters and several grandchildren. Ivan's daughters often challenge him about his inability to refuse his grandchildren's requests.


In July 2021, he contracted COVID-19, which led to an induced coma and ventilator and dialysis support for over three months. He spent six months in the hospital and underwent therapy to regain his strength, including learning to walk again during his recovery.


Ivan has invented several household products and developed prototypes for them. He understands the challenges of bringing a product to market. He enjoys spending time outdoors or in the woods and can often be found there when not in the office.


Since 1983, Ivan has provided retirement strategies and insurance products and prides himself on helping clients achieve a stress-free retirement. 

“Regardless of your health or wealth, there is a way.”

Ivan North

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This quote encapsulates our commitment to finding personalized strategies for our clients, regardless of their challenges. By embracing this philosophy, we demonstrate our dedication to offering personalized support and innovative strategies that address financial and health-related concerns.

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When it comes to your retirement finances, rest easy

The best time to act is now. Take the next step toward a confident, vibrant future.

Connect with us and schedule your no cost appointment; your new beginning starts with a simple decision today.