Financial Planning

We offer an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with us on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of the following benefits:

  • Realistic approach to wealth accumulation

  • Enhance retirement security

  • Manage investment risk

  • Increase investment cash flow

  • Improve monthly cash flow

  • Reduced taxes

  • Enhance utilization of company planning options and benefits

  • Better coordination of personal and business assets

  • Reduce insurance costs

  • Enhance wealth preservation

  • Improve family wealth transfers

Ultimately, our goal is to help you obtain a sense of personal and financial well-being, regardless of how simple or complex your needs may be.

The current fee schedule for a comprehensive financial plan ranges from $1,500 to $15,000, depending upon the complexity of the plan. Please call or e-mail me for additional information about your personal financial plan.

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.