skip to main content
Main Menu
Stoll Weller Logo
  • WHO WE ARE
    • Our Team
    • Community Involvement
  • WHAT WE DO
    • Personal Solutions
    • Business Solutions
    • Our Products
  • HOW WE DO IT
    • Individual Financial Planning
    • Strategic Alliances
    • Working with Other Advisors
  • CLIENT RESOURCES
    • Videos
    • Newsletters
    • Helpful Links
  • CLIENT LOGIN
    • New York Life Virtual Service Center
    • Eagle/NYLIFE Securities
    • New York Life Investments
    • Your Personal Financial Website

Individual Financial Planning*


Process Wheel

We will work with you to:

Step 1: Review

Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analyze

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

Step 3: Develop

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.

Step 5: Monitor Progress

Monitor progress; provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

*Daniel Stoll can only offer financial planning and investment advisory services as a Financial Advisor through Eagle Strategies LLC, A Registered Investment Adviser.

Disclosure

Daniel Stoll 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 CA (CA Insurance License #0F74821), CT, FL, ID, KY, MA, MI, MT, NC, NY, OH, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Daniel Stoll is licensed and authorized to offer insurance in California, but Stoll and Weller Insurance Services and Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Daniel Stoll 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, 6700 Lincoln Ave, Lockport, NY, 14094, 716-439-8969. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, ID, MA, MD, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Daniel Stoll 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, FL, ID, MA, MD, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Stoll and Weller Insurance Services and Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Stoll and Weller Insurance Services and Financial Group, LLC 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.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Stoll and Weller Insurance Services and Financial Group, LLC

Daniel Stoll

Financial Adviser
  • WHO WE ARE
    • Our Team
    • Community Involvement
  • WHAT WE DO
    • Personal Solutions
    • Business Solutions
    • Our Products
  • HOW WE DO IT
    • Individual Financial Planning
    • Strategic Alliances
    • Working with Other Advisors
  • CLIENT RESOURCES
    • Videos
    • Newsletters
    • Helpful Links
  • CLIENT LOGIN
    • New York Life Virtual Service Center
    • Eagle/NYLIFE Securities
    • New York Life Investments
    • Your Personal Financial Website
  • CONTACT US

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices