skip to main content
Main Menu
Menu
The Sutton Financial Difference
Flat-Fee vs. Traditional
Goals-Based Planning
Who We Are
Our Founder
Our Beliefs
Affiliations
What We Do
Financial Planning Services
Investment Advisory Services
Educational Resources
Social Security Claiming Decisions
Cost of Market Timing
How Offsetting Gains Works
Tax Resources
Active or Passive
What is an advance directive and why do you need one?
Planning For Educational Costs
The Importance of an Emergency Fund
How to Make Charitable Giving a Family Endeavor
The Importance if Irrevocable Life Insurance Trusts
How Offsetting Gains Works
Chapter Two: Second Careers in Retirement
Should you convert to a Roth IRA today?
What's your retirement income gap and how can you solve for it?
Preparing for a New Year
Employee Stock Options
Account Access
eMoney
Eagle Strategies
Envestnet Client Portal
NYLIFE Securities
NYL Online Account
Videos
Continuing on the path toward financial preparedness
Group Term Insurance - Business Solutions
It's time to review your beneficiary information
How much life insurance do you need?
Taking care of business
2023 dividend video
Upgrade to permanent
Standard of living
Why buy life insurance?
NYL Group Disability Insurance - Employee
NYL Group Disability Insurance - Business Owner