May Financial Strategies

May Financial Strategies Combining 30+ years of experience with a friendly approach to help you achieve your financial goals. I am not licensed in all jurisdictions. (817) 878-3288.

At May Financial Strategies, we combine 30+ years of experience with a friendly, driven approach to help families, executives and business owners solidify their financial goals and put a plan in place to achieve them. Based in Fort Worth, our team works with clients locally, as well as across the country, often creating strong bonds that lead us to partner with multiple generations of the same fam

ily. We’re proud to provide the finest possible service and appropriate solutions by drawing on a high level of trust, integrity and knowledge. Whatever your ideal future looks like, we’ll take your vision and build it into a robust, manageable roadmap to give you peace of mind so you can focus on enjoying your life. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. AR #575788
CA

777 Main St. Suite 3800, Fort Worth, TX 76102. Neither May Financial Strategies LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. May Financial Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Happy National Hammock Day! Whether it's by the beach or in the comfort of your own backyard, give yourself some time to...
07/22/2026

Happy National Hammock Day! Whether it's by the beach or in the comfort of your own backyard, give yourself some time to relax this week. Hope you're having a great summer!

This week marks International Chess Day, so let this be your   push to finally learn the rules or challenge a friend to ...
07/21/2026

This week marks International Chess Day, so let this be your push to finally learn the rules or challenge a friend to a match!

Let's end this weekend on a high note: it's National Ice Cream Day! What's your favorite flavor?
07/19/2026

Let's end this weekend on a high note: it's National Ice Cream Day! What's your favorite flavor?

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to buil...
07/17/2026

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

The little-known update is assisting families in making the right plans for college, and helping savings go further.

It wouldn't be summer without National Hot Dog Day! Whether at a backyard BBQ or a ball game, hope you get a chance to e...
07/15/2026

It wouldn't be summer without National Hot Dog Day! Whether at a backyard BBQ or a ball game, hope you get a chance to enjoy this American classic in July.

Time to try something new: our very own May Financial Strategies "What We're Reading" segment! See anything of interest ...
07/13/2026

Time to try something new: our very own May Financial Strategies "What We're Reading" segment! See anything of interest here? Or have any suggestions for what we should read next?

PERSONALIZED STRATEGIES. PROVEN RESULTS. Realize your dreams with a team committed to fostering generations of success.

On Henry David Thoreau's birthday, National Simplicity Day comes around each year to remind us to slow down, get outside...
07/12/2026

On Henry David Thoreau's birthday, National Simplicity Day comes around each year to remind us to slow down, get outside and just be for a while. There's always room to simplify your life and streamlining your financial picture can help. Let's talk: www.mayfinstrategies.com

This week is extra sweet: Happy National Sugar Cookie Day! Hope you're having a nice week back after the holiday.
07/09/2026

This week is extra sweet: Happy National Sugar Cookie Day! Hope you're having a nice week back after the holiday.

This   falls on World Chocolate Day, so try taking a little extra time to find a local chocolate or candy shop in your a...
07/07/2026

This falls on World Chocolate Day, so try taking a little extra time to find a local chocolate or candy shop in your area to visit! Do you have a favorite spot nearby?

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in ret...
07/06/2026

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in retirement income planning.* With additional time before required withdrawals begin, it may be worth revisiting your strategy.

Let’s talk about income solutions designed to support your long-term goals.

*SECURE 2.0 Act of 2022 legislative updates.

Address

777 Main Street, Ste 3800
Fort Worth, TX
76102

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