Kristen L. Soares

 

M I S S I O N  

My mission is to assist people who do not have the time, the knowledge, the information, or the inclination to handle and address their financial needs. My clients include business owners, corporate executives, company retirement plans, pre-retirees, high net worth families, and retirees that are looking for goal oriented insurance and financial strategies. My objective is to design well thought out financial strategies for my clients and take into consideration their investment needs, their ability or willingness to assure risk, their current future tax liabilities1, and personal considerations that may affect their financial decisions so that they can seek to accomplish their long term goals.






1Neither New York Life Insurance Company nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
 

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