Collaborating with Jacob D. Mokry, a Financial Advisor affiliated with Eagle Strategies, a registered investment adviser and a wholly-owned subsidiary of New York Life, who is also a Registered Representative of NYLIFE Securities LLC and an agent of the New York Life Insurance Company, provides you with access to the full breadth and depth of products and services offered by these organizations.
As you transition to a new job or prepare to retire, you will need to determine what to do with your retirement savings.
Take a moment to step back and envision your typical day in retirement. Will it include pursing your hobbies, spending time with family and friends, volunteer work, or travel? Maybe you want to further your education or explore a new career. Now think about the money you’ve put aside for retirement. Do you have a plan to cover your day-to-day must have’s, as well as your discretionary nice-to-have’s? Most important, are you confidant that your retirement nest egg will last as long as your retirement?
You work hard and have dreams about the type of lifestyle you would like to enjoy in retirement. Securing that dream can be best achieved when you work with an experienced Financial Advisor who can help educate you about the solutions available to you and each of their advantages and disadvantages.
Therefore, we will take the time necessary to educate you about your retirement options and through our partnership, you can expect to receive well-considered guidance. Equipped with this information, you will be more confident about your investment decisions and how those choices will help deliver a retirement plan that is right for you.
This guidance is one of the most important and valuable services we offer, and it is how we will work to earn and maintain your trust year in and year out.
