We realize that each client is different – and as such, we believe that every investment strategy should be uniquely tailored to the particular needs of the client. SWS Financial Group offers customized solutions that are creative and flexible and, where necessary, utilize the resources and experience of New York Life Insurance Company.
The Advanced Planning Group
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial services to provide New York Life agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Scott Salisbury can bring experience, value and insight to your planning situation.
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New York Life
Scott Salisbury and his fellow financial professionals are proud to offer the financial products of New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual individual life insurance companies in the United States* and holds high financial strength ratings from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 10/18/22)
