Your Role

Creating a financial and insurance roadmap 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 see why so many people have chosen Belcher & Company as their retirement and investment professional. (Securities offered through NYLIFE Securities, LLC)  
  • Educate your financial adviser*. Don't expect Steve to be a mind reader. He 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 Steve 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.

*Steven Belcher is a Financial Adviser for Eagle Strategies LLC, A Registered Investment Adviser.

Disclosures