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Irvine Wealth Planning Strategies, LLC
Amy Irvine, CFP®, MPAS®, CASL®
Office: 607-438-2761
amy@irvineadvise.com
Welcome to the Clan!

Irvine Wealth Planning Strategies was designed to create a family like environment.  We all have roots, but its the wings that take us places.  

When we designed the logo for the practice, we wanted to show our Scottish roots with the Irvine Crest and Tartan, but our goal is to form a solid relationship as a financial coach; one who helps to enhance clients lives by recognizing and supporting their values. 

We know that there are generally three things nearest and dearest to most people: their Faith, their family, and their financial well-being.  It would be our honor to help with the latter of the three that supports the first two.

Start today by building your net worth and cash flow!

Newsletters
  • Quiz: How Much Do You Know About Social Security Retirement Benefits?
    Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your
  • Tax Tips for the Self-Employed
    Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges,
  • Grandparents Can Help Bridge the College Cost Gap
    For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount of loans.
  • Can the IRS waive the 60-day IRA rollover deadline?
    If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don't get to the new IRA trustee in
  • What's the difference between a direct and indirect rollover?
    If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by
    
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 IMPORTANT DISCLOSURES

The information on this site is provided "AS IS" and without warranties of any kind either express or implied.  To the fullest extent permissible pursuant to applicable laws, Irvine Wealth Planning Strategies (referred to as "IWPS") disclaiming all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose.

IWPS does not warrant that the information will be free from error.  None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.  The information should not be relied upon for purposes of transacting securities or other investments.  Your use of the information is at your sole risk.  Under no circumstance shall IWPS be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if IWPS or a IWPS authorized representative has been advised of the possibility of such damages.

In no event shall Irvine Wealth Planning Strategies, LLC have any liability to you for damages, losses and cause of action for accessing this site.  Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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