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Where are you getting your financial advice? Newspapers? Magazines? Websites? Cable TV? While the financial media often provide helpful information, they cannot take the place of a Financial Advisor who works to learn your particular situation and can offer personalized advice.

It is a common practice to seek out expert advice to ensure your health and longevity. As part of that practice, you regularly visit a doctor who evaluates your specific concerns as it relates to your family history, lifestyle, and age. You look to your doctor to help you sort through the misinformation you hear from the media and educate you about the best nutrition, exercise, or medical treatments to achieve health goals that make sense for you today and tomorrow.

A trusted Financial Advisor provides the same service to help ensure your financial health and longevity by working with you in a comprehensive approach that adapts to your evolving needs and goals to meet your financial objectives.

Protection planning – to determine if you, your family, and/or your business is properly protected from premature death, disability, or a long-term care event.

Retirement planning – to educate you about the importance of saving for retirement and the solutions available to help achieve your retirement goals.

Investment planning – to help you achieve your short and long term financial goals by customizing solutions based on individual goals, risk tolerance, and investment time horizon.

Estate planning – to discuss steps and planning documents you should consider to ensure that your family and financial goals are addressed during your life, if incapacitated, and after your death.



Sarah Mosley 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 states of CO, CT, FL, GA, LA, MA, ME, NC, NH, NY, OH, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Sarah Mosley 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, 918 Main St Ste D2, Westbrook, ME, 04092, 207-887-9667. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, LA, MA, ME, NC, NH, NY, OH, RI, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Sarah Mosley 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 states of CA, CO, CT, FL, GA, LA, MA, ME, NC, NH, NY, OH, RI, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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.

MOSLEY FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither MOSLEY FINANCIAL GROUP 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.​