What we do

Personal

A financial strategy begins with understanding who you are, where you are coming from, and where you want to go. Building a strategy to help to address that includes, but is not limited to:

  • Analyzing cash flow and net worth

  • Protecting assets from unexpected events

  • Accumulating savings to support your life goals

  • Distributing savings as income, on your timetable, in tax-efficient ways

  • Transferring assets to your heirs as a legacy while keeping administration and taxes to a minimum.

Business

If you are a business owner, you have an added responsibility to worry about on top of your family, but you also have more opportunities to achieve benefits through careful preperation:

  • Growing your business

  • Continuation planning/exit strategy

  • Risk management

  • Benefits for employee recruitment and retention

  • Executive compensation

  • Repositioning business assets or income to benefit owner(s) while minimizing taxes.

Please keep in mind that neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Disclosure

Ardal Powell 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 AL, CA (CA Insurance License #4047106), CT, ID, IN, MA, MD, MO, NJ, NY, OH, OR, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Ardal Powell 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, 460 Temple Hill Rd, New Windsor, NY, 12553, 845-202-9722. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, IN, NY, and OR. No offers may be made or accepted from any resident outside the specific states referenced.

Ardal Powell 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, AZ, CA, IN, NY, and OR. As such, these services are strictly intended for individuals residing in the states referenced.

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.‚Äč