Enjoy the peace of mind from having a plan. A comprehensive look at your overall situation is the best way to make sure you’re on the right track. It starts with having an in-depth conversation about your financial goals and your concerns. These discussions typically cover:
PROTECTION PLANNING
What would happen if something happened to you? Are you, your family, and/or your business properly protected from death, disability, or a long-term care event? Insurance can play a pivotal role in your overall plan—from income replacement to asset protection and the tax-efficient transfer of wealth.
INVESTMENT PLANNING
Your investment portfolio should directly reflect your goals, your time horizon, and risk tolerance. Ultimately, it is about achieving a high probability of success with as little risk as necessary. Our investment products include non-proprietary mutual funds2 and Eagle Strategies investment advisory services.
RETIREMENT PLANNING
What steps can you take to maximize your retirement savings? Are there other ways to augment your retirement income? Our retirement solutions include fixed,1 variable,2 and income3 annuities, non-proprietary mutual funds,2 and Eagle Strategies investment advisory services.
ESTATE PLANNING
Together, we can explore ways to transfer assets more efficiently to your beneficiaries, provide for family members with special needs, or facilitate the smooth transition of your business, as well as ensure you have the right estate planning documents and up-to-date beneficiary designations.
1 Issued by New York Life Insurance and Annuity Corporation, a wholly owned subsidiary of New York Life.
2 Offered through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life co.
3 Issued by New York Life Insurance Company or New York Life Insurance and Annuity Corporation.
: Neither New York Life Insurance Company, nor its agents, provides tax,legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.