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                                          Retirement Solutions

                                        Retirement Solutions for Businesses

                                        As a small business owner, you are challenged with attracting and retaining the best employees. A qualified retirement plan could help you meet this challenge while allowing you to take advantage of some valuable tax benefits.* I can provide ERISA fiduciary services to assist you in selecting and retaining an investment manager from a suite of third-party managers evaluated by Eagle. I can also provide additional services to you as the plan sponsor and to your participants that are non-fiduciary and non-advisory.

                                        Once you have determined the appropriate qualified retirement plan for your business, my next step is to assist you with:

                                        • Identifying leading investment managers

                                        • Making informed decisions concerning the investment manager and its performance

                                        • Reviewing proposals

                                        • Creating a process to manage relationships with your service providers

                                        • Managing relationships with nationally recognized record keepers

                                        • Conducting participant education and enrollment services

                                        In addition to offering the Eagle ERISA Retirement Plan Program, I can also assist you in my capacity as a New York Life agent through various financial and insurance strategies with:

                                        • Protecting your investment in your small business

                                        • Helping you keep your business in your family

                                        • Planning for your retirement after you sell your business

                                        *Neither Eagle Strategies, New York Life, nor any of their representatives provide tax or legal advice.

                                        Disclosure

                                        Luke Finchem 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 AZ, CO, FL, and MI. No insurance business may be conducted outside the states referenced.

                                        Luke Finchem 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, 120 Se 37th St, Cape Coral, FL, 33904, 616-510-8113. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, FL, and MI. No offers may be made or accepted from any resident outside the specific states referenced.

                                        Luke Finchem 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, CO, FL, and MI. 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.​

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

                                        Click here
                                        Eagle Logo Blue
                                        • About Us
                                          • My Background
                                            • About New York Life
                                              • About Eagle Strategies
                                                • Advanced Planning Resources
                                                  • Macro Asset Perspective
                                                    • Investment Advisory Services
                                                      • Retirement Solutions
                                                      • Products & Services
                                                        • Products
                                                          • Personal Services
                                                            • Our Services
                                                              • Business Services
                                                                • Advanced Planning Resources
                                                                • Resources
                                                                  • Calculators
                                                                    • Life Stages
                                                                      • Videos
                                                                        • Tax Resources
                                                                        • Account Access
                                                                          • NYL Online Account
                                                                            • NYLIFE Securities
                                                                              • MainStay Mutual Funds
                                                                              • Contact Us

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