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Strategic Financial Associates, LLC

Jim Adkins

President & CEO
  • WHO WE ARE
    • ABOUT US
    • OUR TEAM
    • OUR INVOLVEMENT
  • WHAT WE OFFER
    • OVERVIEW
    • INDIVIDUAL PLANNING
    • EXECUTIVE PLANNING & BENEFITS
    • ESTATE & LEGACY PLANNING
    • INSURANCE & RISK MANAGEMENT
    • LIFE PLAN STRATEGIES FOR YOUR BUSINESS
    • GROUP BENEFITS
  • HOW WE DO IT
    • THE PLANNING PROCESS
    • THE INVESTMENT PROCESS
    • OUR STRATEGIC PARTNERSHIPS
  • EDUCATIONAL RESOURCES
    • NEWSLETTERS
    • SFA BLOG
    • VIDEO LEARNING LIBRARY
    • CONCEPT PIECES ON PLANNING STRATEGIES
  • LOCATION
    • HEADQUARTERS
    • WHERE WE DO BUSINESS
  • CLIENT LOGIN
    • EMONEY
    • MY STREETSCAPE
    • NYL VIRTUAL SERVICE CENTER
Disclosure

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 state of . No insurance business may be conducted outside the state referenced.

As a New York Life Agent, is licensed and authorized to offer insurance in California and Arkansas, but Strategic Financial Associates, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

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, 301-214-6700. In this regard, this communication is strictly intended for individuals residing in the state of . No offers may be made or accepted from any resident outside the specific state referenced.

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 state of . As such, these services are strictly intended for individuals residing in the state referenced.

is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Strategic Financial Associates, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Strategic Financial Associates, 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.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Strategic Financial Associates Logo White Blue Outline
Strategic Financial Associates, LLC

Jim Adkins

President & CEO
  • WHO WE ARE
    • ABOUT US
    • OUR TEAM
      • SFA BIOS
      • SFA "AT A GLANCE"
    • OUR INVOLVEMENT
  • WHAT WE OFFER
    • OVERVIEW
    • INDIVIDUAL PLANNING
    • EXECUTIVE PLANNING & BENEFITS
    • ESTATE & LEGACY PLANNING
    • INSURANCE & RISK MANAGEMENT
    • LIFE PLAN STRATEGIES FOR YOUR BUSINESS
    • GROUP BENEFITS
  • HOW WE DO IT
    • THE PLANNING PROCESS
    • THE INVESTMENT PROCESS
    • OUR STRATEGIC PARTNERSHIPS
  • EDUCATIONAL RESOURCES
    • NEWSLETTERS
    • SFA BLOG
    • VIDEO LEARNING LIBRARY
    • CONCEPT PIECES ON PLANNING STRATEGIES
  • LOCATION
    • HEADQUARTERS
    • WHERE WE DO BUSINESS
  • CLIENT LOGIN
    • EMONEY
    • MY STREETSCAPE
    • NYL VIRTUAL SERVICE CENTER

Copyright . New York Life Insurance Company. All Rights Reserved.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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