Life is full of twists and turns. We don’t always know when, but they will happen. Planning is my passion. As a young man, I learned first-hand the life-changing impact that the loss of a parent can have on a family. It’s the reason I started my career in financial planning and insurance 20 years ago.

I chose New York Life because of their great history, superior financial strength1, and the diverse financial offerings.  These are advantages I believe my clients will benefit from in their search of a secure future.

My role as an agent and Registered Representative of the New York Life Insurance Co. and NYLIFE Securities LLC is to help my clients protect what they have and accumulate for the future.

New York Life and its affiliates offer a full complement of life insurance, annuities, long term care insurance, and investment products. I am well versed in the many options available to you and can be your guide to a custom plan that fits your needs, time frame, and risk tolerance.

Here’s how we can work together to make your plan for a secure future:

 

Getting started

We meet to address your most pressing issues, take an inventory of your current situation and define your goals.  It is then my job to craft a plan that works with your time frame, risk tolerance, and the existing tools you currently utilize.

 

Action and follow-up

Once the plan is implemented, we meet periodically to review and adjust as needed. As your life and goals change along with the economic and tax environments, we re-assess your plan and review and update our planning strategies. My goal is to be an integral part of your financial team, decreasing your anxiety about future events and increasing your confidence in your financial well-being.

 

Let’s make a plan!

You are welcome to a complimentary first meeting to discuss what I can do for you, how I am compensated for the work, and whether or not we would be a good fit to work together.

 

Please call or email me to discuss how New York Life and I may help you in planning for your future.



Thomas Peterson is 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 IL and WA.  As such, these services are strictly intended for individuals residing in IL and NE.

Thomas Peterson 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 AR (AR Insurance Lic. 43399), IL, MI, NE, and WA. No insurance business may be conducted outside this states referenced.



Thomas Peterson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of IL, NE, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

1New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies:  A.M. Best (A++), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+).

Individual independnt rating agency commentary as of 6/9/16.

 

 













 

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