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                            Our Process

                            6 Step Process Graphic

                            Discover: Every family's financial situation is unique. That's why we make it a priority to form honest and open relationships with our clients. The more we know about you and understand your goals, the better equipped we are to help you to achieve both your short and long term objectives.  The first step in simple - Let's get to know each other.

                            Analyze your needs: Once we mutually agree to how the relationship will move forward, we will work with you to identify and prioritze your objectives, evaluate current assets and liabilities, and analyze any current financial strategies in place. Part of this process is setting realistic benchmarks and timelines to keep your plan on track.  

                            Design a strategy: Based on our in-depth discussions and quantitative analysis, we will recommend next steps for each obective and specific financial strategies that can help you to achieve your goals. 

                            Integrate with your legal & tax plans: If you would like, we will also coordinate your financial strategy with your team of financial, tax and legal advisors* to ensure our strategy fits seemlessly into your overall financial plan.

                            Implement: After we have reviewed each strategy with you (and your advisors* as needed), we will implement a strategy that best fits your objectives and comfort level.

                            Monitor your progress: We will provide ongoing service as your needs and situation change over time. Strategies need to be adjusted periodically as your life evolves. We will be there for you to help keep your program on track. 

                            *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

                            Sydney Hale 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 AL, CO, DE, FL, LA, MO, MS, OK, SC, and TX. No insurance business may be conducted outside the states referenced.

                            Sydney Hale 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, 13343 W Main St, Larose, LA, 70373, 985-798-7557. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, DE, FL, LA, MO, MS, OK, PA, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

                            Sydney Hale 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, CA, CO, DE, FL, LA, MO, MS, OK, PA, SC, and TX. 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.

                            TRICHE/DOVERSPIKE FINANCIAL GROUP, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                            Neither TRICHE/DOVERSPIKE FINANCIAL GROUP, INC. 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.

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                            • Home
                              • About Us
                                • Our Process
                                  • Meet Our Team
                                  • Expertise
                                    • Personal Solutions
                                      • Business Solutions
                                        • Financial Products
                                        • Resources
                                          • Helpful Links & Calculators
                                          • Account Access
                                            • New York Life
                                              • NYLIFE Securities
                                                • eMoney
                                                  • Eagle Strategies
                                                    • NYLIM/Mainstay Funds
                                                    • Contact Us

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