A message from Kelly

The willow tree symbolizes protection to many people. The supple
branches of a willow tree provide an umbrella of protection, pliable branches
withstand extreme weather, while its root system spreads out to the community
providing strength. Protection is important to everything important in your life:
your business, your family, your retirement, your legacy.
A large
willow tree provided shade in my grandparents’ front yard where it had stood since
my mother was a child. Summers in the mid-west can be brutally humid. Under this
tree, I would find shelter from the heat and wind giving me a quiet place to read,
study and play. It was like an outdoor playroom! It allowed private space with the
comfort of knowing my family was close-by inside the house.
Making
long-term financial decisions can be stressful knowing what twists and turns are
coming our way. At Willowtree Financial & Insurance Services, we believe strength is
found in flexibility.
Preparing for the unexpected is a cornerstone of our practice. Chronic
illness impacted our family in the forms of cancer, addiction, Alzheimer’s, and
Parkinson’s Disease. My family has seen first had the emotional, and spiritual toll
an extended health care event can have on a family and family business. We cannot
emotionally prepare for some events that come our way. But we can prepare
financially and lay down roots to weather difficult storms.
It is
possible to provide protection for your family while growing your business,
preparing for retirement, and leaving a legacy. The key is preparing for flexibility
and establishing a solid foundation.
Who We Serve
As an Agent of New York Life, I have exclusive access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs.A look into our practice
Our process: Establish Goals & Gather Data. Recommend & Implement Solutions. Review, Monitor & Adjust
First, we will have a relaxed conversation about where you are now, and where you would like to be. We will gather basic data, get to know one another, identify, and select goals.
Next, our team will present you with recommendations and alternative solutions and help you decide which to implement. This is the part of the process where change occurs, and your goals come alive!
We know things change. Strategies be flexible to withstand changes in the markets, tax changes, business opportunities or family dynamics. Together, we will review your accounts regularly to make sure your goals stay on course.
About Us
Kelly Grant is proud to be an agent for New York Life Insurance Company. New
York Life and its wholly owned subsidiaries provide life insurance, fixed
annuities, and long-term care insurance. A mutual insurance company, New
York Life holds the highest financial strength ratings currently awarded to
any U.S. life insurer from all four of the major credit rating agencies:
A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard &
Poor's (AA+).
Kelly holds a Retirement Income Certified Professional
designation (RICP®) from The American College. She is a Financial Adviser
offering investment advisory services through Eagle Strategies, LLC, a
Registered Investment Adviser. Eagle Strategies, LLC offers and array of
innovative solutions and comprehensive investment advisory and financial
planning capabilities.
Kelly is involved with several local and
national charities. Kelly and her husband Paul enjoy outdoor activities with
their pets and enjoy listening to live music in the many venues the
California, North Bay has to offer.
To learn more about Kelly
personally and professionally, please visit her social media pages by
clicking on the links below.
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