SKY Financial Group LLC

SKY Financial Group LLC Your Comprehensive Financial Planning & Wealth Management Solutions Company headquartered in New York, NY. New York, NY 10170. Office Number: 646-227-8541.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh 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.

420 Lexington Avenue, 15 Floor. Neither SKY Financial Group LLC, New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. SKY Financial Group LLC is not operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. My California Insurance license number is 0I43535. My Arkansas Insurance license number is 8148890. 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.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
08/10/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

Is big tech ruining the quiet retirement dream? From soaring electric bills to relentless noise, here is the hidden toll...
08/04/2026

Is big tech ruining the quiet retirement dream? From soaring electric bills to relentless noise, here is the hidden toll data centers are leaving on local communities.

Is AI ruining the quiet retirement dream? From soaring electricity bills to relentless noise, here is the toll that data centers are taking on local communities.

Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and pro...
07/28/2026

Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.
07/21/2026

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and ...
07/14/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

The article highlights how different withdrawal strategies may affect taxes during retirement.
07/07/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.Retirement today can be active,...
06/30/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, ...
06/23/2026

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, annuities can:

• Provide retirement income during your lifetime
• Offer a death benefit to beneficiaries
• Potentially pass proceeds outside of probate

Estate planning is an on-going process. This month let’s review your strategy and make sure it reflects your current goals.

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars...
04/14/2026

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars, sometimes leading to bankruptcy.

Being hospitalized for an injury, such as a car accident, increases your risk of carrying medical debt and needing to file for bankruptcy, a new study finds.

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will ke...
04/09/2026

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026. What are your thoughts?

Bigger tax refunds and resilient consumers will keep the economy humming in 2026.

Address

420 Lexington Avenue, 15 Floor
New York, NY
10170

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