SFA "At a Glance"



Note: The companies listed under Insurance & Investment Advisory Affiliations and Resources are not owned or operated by Jim Adkins or Strategic Financial Associates, LLC (SFA). These are strategic alliances or companies that are often used within SFA to assist clients in achieving their financial goals and objectives. Jim Adkins is a financial advisor offering investment advisory services through Eagle Strategies, LLC, a Registered Investment Advisor. Jim Adkins is a Registered Representative offering securities through NYLIFE Securities, LLC, Member FINRA/SIPC located at 6905 Rockledge Drive, Suite 900, Bethesda, MD, 20817. Strategic Financial Associates, LLC is not owned or operated by New York Life, NYLIFE Securities, or Eagle Strategies, LLC.
Ash Brokerage is a privately owned, family-operated insurance & brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash compliments our mission to provide our clients with objective solutions to suit their individual needs. Our firm works with CPI Companies for life insurance brokerage to provide access to tailor-made financial strategies, services, and products that our high net worth clients expect and deserve.
^HiddenLevers is a proprietary method for testing portfolios and associated risk
*Agent of New York Life. Not employed directly by SFA.
**Agent of New York Life. SFA does joint work and all compensation is provided in the form of shared commissions.
***Jim is a member agent of The Nautilus Group®, a service of New York Life Insurance Company.