Learn how great rewards begin withthe first step.
We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
Client Introductory Meeting
Client Data Gathering
eMoney Access
Comprehensive Financial Planning Client
Needs Based Client
Wealth Management Solution Client
Personal Financial Planning
Business Financial Planning
Strategy Session
Estate Planning w/ Attorney(If needed)
CPA
Presentation & Implementation
Annual Review
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Neither Sky Financial Group LLC, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
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