At May Financial Strategies, we combine 30+ years of experience with a friendly, driven approach to help families, executives and business owners solidify their financial goals and put a plan in place to achieve them. Based in Fort Worth, our team works with clients locally, as well as across the country, often creating strong bonds that lead us to partner with multiple generations of the same fam
ily. We’re proud to provide the finest possible service and appropriate solutions by drawing on a high level of trust, integrity and knowledge. Whatever your ideal future looks like, we’ll take your vision and build it into a robust, manageable roadmap to give you peace of mind so you can focus on enjoying your life. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. AR #575788
CA
777 Main St. Suite 3800, Fort Worth, TX 76102. Neither May Financial Strategies LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. May Financial Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
