Working Together

First and foremost, I believe that to effectively work together there needs to be an element of trust – your trust in me to be open, honest, and transparent and my trust in you to be the same. Too often, personal finance discussions are difficult to have. Yet, they are so vital to our future.

I facilitate those conversations by taking a structured approach to your financial well-being. My goal is to create a long-term relationship built on your success, trust, and shared accountability.

Drawing on my experience and knowledge, I will guide you through a broad range of short-term and long-term solutions that are dynamic and adaptable.

Getting to know you. It all begins with a conversation. First and foremost, we will determine if we are a good fit for each other. If so, we will focus the discussion on you – your family, goals, hopes and dreams. We will determine your ration of wealth accumulation, protection and distribution. It’s important to be open and honest. Transparency is vital… for both of us.

Ask questions. Go ahead, I don't mind. In fact, I love to answer questions and want to make sure that you fully understand every recommendation I make and every term I use.

You’re empowered. I will guide you and make recommendations, but you will make the decisions. I'll analyze your needs and supply all the information but every decision is completely up to you.

Plan ahead. Changes in life happen constantly. It’s vital we develop financial solutions that can be adapted to those changes from growing families or decreased income to college preparation and retirement.

Disclosure

Coley Bellamy and Thomas Dela Garza Larrald are agents of and are collectively 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 CA (CA Insurance License #4037374), IL, IN, NE, TN, TX, and VA. No insurance business may be conducted outside the states referenced. 

Coley Bellamy and Thomas Dela Garza Larrald are Registered Representatives of and collectively offer 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, 8000 W Interstate 10 Ste 800, San Antonio, TX, 78230, 210-321-2758. In this regard, this communication is strictly intended for individuals residing in the states of CA, IL, LA, OK, and TX. No offers may be made or accepted from any resident outside the specific states referenced. 

Coley Bellamy 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, IL, IN, LA, NE, OK, and TX. As such, these services are strictly intended for individuals residing in the states referenced. 

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

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