What role do you play in the process?

Creating a financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.

It’s important to:

Get acquainted.

Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.

Educate us.

Don't expect us to be a mind reader. We may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.

Educate yourself.

At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.

Make it a team effort.

Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

Disclosure

Paul Moriarty 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 FL, MA, ME, NH, and SC. No insurance business may be conducted outside the states referenced.

Paul Moriarty 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, 400 Tradecenter Ste 5900, Woburn, MA, 01801, 781-589-3144. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, MA, ME, and NH. No offers may be made or accepted from any resident outside the specific states referenced.

Paul Moriarty 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 CA, FL, MA, ME, and NH. As such, these services are strictly intended for individuals residing in the states referenced.

MORIARTY FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither MORIARTY FINANCIAL GROUP, LLC 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.