Plan Well, Live Well — We're in it for the long term.
Ivy and Sage Financial Services is your local resource in Florida helping you meet life's challenges. We proudly serve all of Brevard County including Suntree / Viera, the Space Coast, Cocoa Beach, and Satellite Beach.
Our independent agents provide families and individuals with Health Insurance (Affordable Care Act subsidized plans), Life Insurance (Term and Whole), Dental and Vision Insurance, Medicare Supplements or Medicare Advantage plans, LTC, Fixed Indexed Annuities, College Planning (529), as well as Estate and Final Expense Planning.
As your life grows and changes, so do your needs. As you move through life, it's important to stop and reassess your plan and incorporate new goals and lifestyle changes. We will be there with you to help create and monitor a strong financial plan, protect your family's health and help you reach both short-term and long-term goals.