Personalized Financial Solutions Individuals | Families | Businesses
"Let's Talk! Please use our Website as a resource, and do not hesitate to contact us for additional information or to schedule a complimentary meeting. Thank you for your interest"
Who We Are
We develop financial strategies for families, professionals, and business owners which will allow them to stay on course and realize their long term dreams. This process may include preparation of:
Comprehensive Financial Plans,
Implementation of Investment Strategies,
Business Succession Planning,
The process is facilitated with the support of New York Life Insurance Company, Eagle Strategies LLC, and other highly recognizable investment and insurance organizations utilizing various cutting edge resources and platforms. The companies we represent have significant financial strength and integrity.
Our Mission Statement
We serve as a trusted resource to help our clients make confident, well-informed decisions for their financial future. Our practice is committed to providing our clients the individual attention they deserve and to help them determine their objectives. We then collaborate with our clients and their advisors to take action and begin a course towards meeting their financial goals.
We are committed to developing strong, long-term relationships with clients, their families, businesses and advisors, striving to exceed our clients’ expectations in such a manner that they routinely refer prospective clients to us on an ongoing basis and remain excited to work with our firm.
Advanced Planning Support
We have access to the New York Life Advanced Planning Group which is made up of Attorneys, Accountants, and Advanced Insurance and Investment Advisors, who provide us with the support your plan needs to be properly executed, no matter the complexity.
Products and Services
Comprehensive Financial Planning *
Employer and Individual Retirement Plan Solutions #
Employer Group Medical Benefits #
Employer Group Life / Disability Benefits #
Estate and Tax Planning Techniques
Fee Based Asset Management Services*
Variable / Fixed / Lifetime Income Annuities
529 College Savings Plans+
Individual Life Insurance
Individual Long Term Care Insurance
Individual Disability Insurance
E-Money Advisor Personalized Website Login:
+ Offered Through NYLIFE Securities LLC, Member FINRA/SIPC, A licenses Insurance Agency
# Products available through one or more carriers not affiliated with New York Life; dependent on carrier authorization and product availability in your state or locality.
* Agents, New York Life Insurance Company. Registered Representatives, offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A licenses Insurance Agency. Financial Advisers offering investment advisory services through Eagle Strategies LLC, A registered Investment Adviser. Eagle Strategies and NYLIFE Securities are New York Life Companies.