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SERVICES

FINANCIAL PLANNING

Retirement Planning
Asset Protection Planning
Child Savings/ Education Planning
Life, Disability and Long-term Care Insurance Planning
Employer Benefits Guidance & Optimization
Cash Flow Planning
Financial Organization & Account Consolidation
Fixed and Discretionary Budget Creation
Major Purchase Analysis and Guidance
Risk Management

WEALTH MANAGEMENT

Asset Allocation and Location
Strategic Rebalancing
Direct Indexing
Tactical Investment Management
Employer Sponsored Plan Analysis (401(k), 403(b), 457, etc.)
Wide selection of Low Cost and Diversified Securities
Business Owner Retirement Plan Implementation (SEP IRA, 401(k), SIMPLE IRA, etc.)
Company Stock Option Optimization (ISO’s, NQSO’s, RSU’s)

TAX EFFICIENCY PLANNING^{^}

Tax Loss Harvesting
Roth IRA Conversion Analysis
Backdoor Roth IRA Implementation
Asset Location
Tax Diversification
Tactical Tax Bracket Management (Before & During Retirement)
Tax Minimization Planning (Before & During Retirement)
Charitable Giving Location
Professional Consultations with existing CPA, and/or Introduction to CPA

DISTRIBUTION PLANNING

Social Security Analysis & Optimization
Pension Analysis & Optimization
Required Minimum Distribution (RMD) Planning and Execution
Medicare Cost Planning
Income & Distribution Optimization Strategies
Long-term Health Care Planning

ESTATE & LEGACY PLANNING

Estate Planning Documents Review and Analysis
Trust Planning & Funding Strategies
Business Succession
Gifting Strategies
Estate Tax Analysis, Projections, and Strategies (Federal and State)^{^}
Family Dynamics- Trustees & Beneficiaries Review
Professional Consultations with existing Attorney, and/or Introduction to Attorney

^{^}Neither PROWEALTH, LLC or Eagle Strategies LLC, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.

Disclosure

Nicholas Silva 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 AZ, FL, IA, IL, MA, NC, NH, NY, PA, RI, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Nicholas Silva 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, 50 Bopete Ln, Tewksbury, MA, 01876, 888-776-5521. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, IA, IL, MA, ME, NC, NH, NJ, NY, OK, PA, RI, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Nicholas Silva 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 AZ, CA, CT, FL, IA, IL, MA, ME, NC, NH, NJ, NY, OK, PA, RI, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Paul Habib 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 AZ, CA (CA Insurance License #0N10117), CO, CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, ME, MN, MT, NC, NH, NJ, NV, NY, OK, RI, SC, SD, TN, TX, UT, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Paul Habib is licensed and authorized to offer insurance in California, but ProWealth, LLC may not be. For additional information on California licensure status, please click here.

Paul Habib 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, 781-398-9858. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, ME, MN, MT, NC, NH, NJ, NY, OK, PA, RI, SC, TN, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Paul Habib 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 AZ, CA, CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, ME, MN, MT, NC, NH, NJ, NY, OK, PA, RI, SC, TN, TX, UT, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

ProWealth, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.?

Neither ProWealth, LLC 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.?

For more information about NYLIFE Securities LLC and its investment professionals.

ABOUT
- Meet Our Team
- Our Process
SERVICES
WHO WE SERVE
THE CFP® DIFFERENCE
RESOURCES
CONTACT
CLIENT LOGIN
- Your Wealth Portal
- Wealthscape

Copyright . New York Life Insurance Company. All Rights Reserved.

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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