Service Model

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The client engagement model at Fort Independence Financial & Insurance operates as follows:

1. Introductory call:

We talk briefly for 5-10 minutes to make sure a more in depth conversation will be worth your time and schedule our next appointment.

2. Data gathering conversation:

Here we talk confidentially about your current financial picture and most importantly where you’d like to make progress. It is important to examine existing -accounts, policies, estate planning, and other family or business considerations- so that your new plan is accommodative.

3. Plan presentation:

We’ll reconvene and walk through the customized proposal designed to meet your needs, prioritizing your most important goals. Under most circumstances, you will have options, so that you can visualize a strategy that suits you best.

4. Implementation:

Upon choosing to proceed with your planning, we begin the process of implementing whatever next steps are required.

5. Review:

On an annual basis or as needed, Mike will check in to make sure your needs are addressed. New baby, new job, new home, new business- life changes that alter your plan are the expectation. Together we’ll tweak your planning to stay on track.

Disclosure

Michael Hurley is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA, NY, and RI. No insurance business may be conducted outside the states referenced.

Michael Hurley is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-1310. In this regard, this communication is strictly intended for individuals residing in the states of MA, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Hurley is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of MA, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

FORT INDEPENDENCE FINANCIAL & INSURANCE is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither FORT INDEPENDENCE FINANCIAL & INSURANCE nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.