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 ServeAs 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.
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 &
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.
Caring for an Extended Family
Caring for parents, budgeting for college plans while funding retirement can be overwhelming. Preparing for an extended health care event can help.
Executive & Professional Retirement Strategies
High Income earners need concierge level service to create income protection and tax diversification strategies to help them keep more of what they earn.
Small Business Owner Solutions
Delegating can be difficult. Implement employee benefits, attract top talent and create unique retirement & succession plans. Simple strategies to let you focus on your business.
Ready to connect? Lets' set up a time to discuss your goals.Schedule Consultation
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