Young Families

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Whether you have a specific need in mind or aren’t sure where to begin with your family’s planning, you can feel comfortable asking Mike. Each family has their own prioritization for different objectives and fears. Evoking the peace of mind that a functional plan delivers is what Fort Independence Financial strives to do for each of its clients.

By getting to know your family, Mike will help you position better today and prepare for tomorrow. With the proper tools you’ll have the clarity and confidence that you seek in your financial foundation as well as the flexibility to adapt to your life’s changes.

“Planning is important, but the most important part of every plan is to plan on that plan not going according to plan.” – Morgan Housel, The Psychology of Money

Wealth Management

Retirement

Asset Protection

Estate Planning

Education Funding

Life Insurance

Disability & Long Term Care Insurance

401(k) Rollovers

Traditional & Roth IRAs

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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.