Services

What We Do

We work closely with our clients to develop financial strategies designed to help them build

and preserve their wealth for their family and their business. Our services include:

  • Insurance

  • Retirement Strategies

  • Estate Planning

  • College Funding

  • Charitable Giving

  • Business Strategies

  • Succession Strategies

Our service starts with our process. This is where we start to build your SOAP Note. We are very process-driven, and our process is what drives us.

The process is consistent to us but unique to you.

Subjective

This is purely conversational and...philosophical. What do you want? What do you need? They're different but may overlap, at times. What are your values, goals, and expectations?

Objective

We will start to analyze what you're currently working with: income, assets, accounts, school debt, etc. This info helps us evaluate where you actually are so that we can crystallize where you want to go.

Assess

I consider all the above and we put together various scenarios. We go through this with you, and your significant other, if there is one, to discuss what you like, don't like, what makes sense, and what doesn't. Education is important and it is important that we create a framework that makes sense, for you and the narrative you would like to create. Ask all the questions you want. Similar to asking one's physician many questions, curiosity is a good thing when it comes to your body and health. Your money and your future should be no different.

Pursue

This is where we put our recommendations in motion across a variety of modalities. Retirement accounts, insurance, investments, college savings. Most products boil down aimed at growing money and protecting money. Offense and defense. It sounds simple, and it is, but what's most important (in my opinion) are the timelines and the impact of taxes. Wanting to buy a home in five years, requires a different approach than sending your child to college in 15 years, or retiring in 30. Regardless, the best time to start is now.

I do not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional(s) before making any decisions.

Disclosure

Reza Sadeghi 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 CA (CA Insurance License #0I32965), CT, DE, FL, MD, NJ, NY, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

Reza Sadeghi 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, 3116 La Casa Ct, Thousand Oaks, CA, 91362. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DE, MI, NJ, NY, TN, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

SOAP NOTE FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither SOAP NOTE FINANCIAL & INSURANCE SOLUTIONS 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.