New York Life is dedicated to serving professional advisors
What do you want to do?
We have the answers... and we're happy to share
Bring your career to life
We're right here with you
We have the answers... and we're happy to share
Bring your career to life
We're here to help
We're right here with you
Bring your career to life
It all starts with you
We're in this together
Direct Your Destiny
Empowering motivated people to forge a path to greater success
Embrace the Road Ahead
You know you have to make wise choices to build the life you want, but sometimes it’s difficult to know where to start. That’s why at Empower Financial Group, we position ourselves as your financial GPS—we help you see where you are, where you want to go, and create a strategic roadmap to lead you toward the life you want to live.
We focus on educating clients so they can make confident decisions in every stage of life. Our mission is to empower you with knowledge and resources so you can travel an efficient path that’s strategically aligned with your goals. We do that by building authentic relationships and showing up whenever and however you need us. We’re here to be that trusted resource who tells you what you need to hear and gives guidance when you don’t know which road to take. Sometimes that means offering a little tough love, but we believe that each of these challenges is a stepping stone toward gratifying growth. No matter where your life leads, you’ll have a trusted partner who helps you stay on track and move consistently toward your vision of satisfying success.
Education
Empowerment
You’re the master of your destiny—our job is simply to provide the roadmap, guidance, and expertise to help you make smart decisions based on real numbers, logic, and reason. We want to help you understand your situation so you’re empowered to move forward and take ownership of your success. We know that when you embrace the plan you’ve created and start down the path of positive progress, there’s simply no turning back.
Actionable
Accountability
We’re here to help you step off the fence of indecision and take action on the important things in life. By holding you accountable and giving you direction for wise choices, we’ll help you gain the traction you need to accomplish your most ambitious goals. Our mission is to provide intentional, effective strategies so you can move forward with purpose.
Reciprocal
Relationships
Our advisors built this practice on the shared belief that people should be treated with respect, trust, and encouragement, and we operate from those values as we work with each other and our clients. We feed off each other’s strengths, and we use that to bring more to the table during your planning process. We’re in this business because we care about people, and we’re always looking for ways to champion shared success.
Meet Our Team
We’ve intentionally built a team of like-minded professionals who want to bring out the best in others. We believe that when we’re operating with excellence, you reap the benefits, and everyone wins.
Our Team Is:
Faithful & Trusting
Wholly Committed
Always Growing
We’re committed not just to the success of our clients, but the strength of our team. Our advisors and staff empower each other to grow, and we aspire to be a better version of ourselves every single day. We’re constantly improving so we can bring more to the table when we work with clients, and we strive to embrace new opportunities, persevere through challenges, and celebrate wins.
A team performs best when its members allow each other to thrive in their distinct specialties. Our advisors know each other’s strengths and weaknesses, and we trust each other to fulfill our unique roles with excellence. We don’t waste time negotiating about who does what—we simply trust each other and get to work—which means we have more time and freedom to get things done for our clients.
In our line of work, we get texts from clients thanking us because they’re living their dream retirement from a beach in Mexico—and the cool thing is, that could be us (or you!) one day. We’re in this business because we want to see people accomplish what matters to them, and that applies to our clients, our team members, and ourselves. We’re committed to what we do because at the end of the day, we want to see everyone realize their wildest dreams.
Guy Welsh
Stephanie Kidder
Drew Karczewski
Strategic Alliances
Effective financial strategies can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed.
Click below to learn more.
The Macro Asset Perspective® Process
Empower Financial Group is proud to be certified to offer the Macro Asset Perspective® planning process. Through this unique educational approach, they can help you better plan for retirement. Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.
The Macro Asset Perspective® helps you implement a balanced approach to your personal accumulation and income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.
While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley, it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.
Introduction
Empower Financial Group financial professionals use a proprietary process called MAP, or Macro Asset Perspective®. In this process, our professionals deal with protection of assets, accumulation of wealth, building retirement income that cannot be outlived and leaving a lasting legacy.
The Process
During our process, first we introduce the scope of the work that we do and explain how New York Life provides products and services solutions to our clients. From there, we engage our clients in a Discovery process to uncover their objectives and current financial state. We then do a thorough Analysis of the Discovery Data and engage our team of professionals to develop a Summary Plan and Recommendations. We then Educate our clients as to their options and help them take Action to implement the plan. For many of our clients, they will then move from the MAP Foundations process to the full MAP, which more deals with the accumulation and placement of assets. Our goal is to develop lifetime partnerships with our clients to add value for them.
Our Role
In this process, we act as a Problem-Solving Coordinator for our clients. We interact with the client’s team of professionals, develop action items and follow-up on those items to ensure that the plan is implemented.
Digging Into the MAP
The 12 green boxes in the image to the left represent the foundation of risk management planning. From there, our certified MAP Professionals can create a more comprehensive asset allocation model of your current assets and cash flow.
Our Clients
Our clients are successful, motivated people who want clearer direction for their financial journey. They care about their family and they want to make the most of the life they’ve established; they just need some help finding the way. Our job is to help them see where they are and where they want to go, then outline a plan so they can move forward with confidence. Some of the common types of clients we serve include top-performing real estate agents, mortgage professionals, business owners, pre-retirees and retirees.
Expertise
Click below to learn more about some of the core things we do here at Empower Financial Group.
