Expertise - Services

Expertise - Services

Planning is bringing the future into the present so that you can do something about it now.

A Comprehensive Strategy Approach

Your Financial Advisor, who is also a New York Life Agent and a NYLIFE Securities Registered Representative, will take a comprehensive approach to meeting your financial objectives with a focus on:
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Protection Planning:

To determine if you, your family, and/or your business is properly protected from premature death, disability, or a long-term care event. Our protection products include life insurance, long-term care insurance, and non-proprietary disability insurance.

Retirement Planning:

To educate you about the importance of saving for retirement and the solutions available to help you achieve your retirement goals. Our retirement products include fixed, variable1, and income annuities, non-proprietary mutual funds1, and Eagle investment advisory services.

Investment Planning:

To help you achieve your short or long term financial goals by customizing solutions based on your individual goals, risk tolerance, and investment time horizon. Our investment products include non-proprietary mutual funds1 and Eagle investment advisory services.

Estate Planning:

To discuss steps and planning documents you should consider to ensure that your family and financial goals are addressed during your life, if incapacitated, and after your death. Our estate planning offering includes life insurance, charitable programs, non-proprietary mutual funds2, and Eagle investment advisory services.

1.Securities offered through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency.