About My Clients

I realize that each person is unique, with special needs and circumstances. The list below describes many of the qualities of the people with whom I work:

  • Care deeply for family, community and other people

  • Charitably inclined

  • Interested in leaving a legacy for future generations of their family

  • Have important financial goals and are committed to acting on them

  • Serious about making wise decisions with their money

  • Seeks a trusting relationship with an experienced financial professional

  • Concerned about the quality of their life

  • Have investable assets

  • Teachable and not easily influenced by the financial media

  • Value experienced professional advice


WHY PEOPLE TURN TO ME FOR SOLUTIONS:

  • I listen

  • I care

  • Experienced in a variety of market conditions and environments

  • Long-term perspective

  • Thorough evaluation by an experienced, trained professional

  • Proactive and structured process

  • Provide full disclosure of opportunities, benefits, costs, and trade-offs

  • Personalized and customized solutions

  • Offer wide range of high quality services and products from some of the most respected financial institutions in the world

  • Frequent reviews

  • Responsive and proactive client service

  • Strong network of outside professionals to whom I refer clients when necessary


Disclosure

Sammy Clyatt is an agent of and 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 GA, KS, NC, SC, and TN. No insurance business may be conducted outside the states referenced.

Sammy Clyatt 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, 7405 Shallowford Rd Ste 310, Chattanooga, TN, 37421, 423-855-5531. In this regard, this communication is strictly intended for individuals residing in the states of AL, FL, GA, KS, NH, NY, SC, and TN. No offers may be made or accepted from any resident outside the specific states referenced.

Sammy Clyatt 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 AL, FL, GA, KS, NH, NY, SC, and TN. 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.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.