Your Role

Creating a financial and insurance roadmap is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.

It’s important to:

  • Get acquainted. Please contact us to arrange a meeting to review your situation and see why so many people have chosen Belcher & Company as their retirement and investment professional. (Securities offered through NYLIFE Securities, LLC)

  • Educate your financial adviser*. Don't expect Steve to be a mind reader. He may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.

  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask Steve for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.

  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

*Steven Belcher is a Financial Adviser for Eagle Strategies LLC, A Registered Investment Adviser.

Disclosure

Steven Belcher 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 AZ, CA (CA Insurance License #0H09924), FL, IL, IN, KS, LA, MA, MI, NC, NJ, NV, NY, OH, OR, TN, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Steven Belcher is licensed and authorized to offer insurance in California, but Belcher & COMPANY may not be. For additional information on California licensure status, please click here.

Steven Belcher 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, 2041 W 1st St, Fort Myers, FL, 33901, 239-939-6069. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, IN, KS, MI, NC, NJ, and TN. No offers may be made or accepted from any resident outside the specific states referenced.

Steven Belcher 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, FL, IN, KS, MI, NC, NJ, and TN. As such, these services are strictly intended for individuals residing in the states referenced.

Belcher & COMPANY is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Belcher & COMPANY 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.​

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