Silver Transitions Financial & Insurance Solutions
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Silver Transitions Financial & Insurance Solutions
Contact Us
- Home
-
About Us
- Our Planning Team
- Our Expertise
- Our Process
- Our Professional Resources
- In the News
- Our Process
- Directory
- Eagle Strategies, LLC
- News
- Newsletters
- Directory
- Our Planning Team
- Is There a Role for the Media in Your Investment Strategy?
- Our Professional Resources
- Directory and Location
- David Scharff
- Diversification Doesn’t Eliminate the Need for Discipline, It Just Changes When It Is Needed
- Appointment Scheduling
- Eagle Strategies, LLC
- Protecting Your Estate
- Creating Your Legacy
- The Nautilus Group®
- Planning For Your Business
- Investment Philosophy
- Insurance Philosophy
- Our Expertise
- Community Involvement
- Update Information/Request Service Forms
- Request Information
- Silver Transitions Blog
- Planning For Your Future
- Community Involvement
- Buy/Sell Agreements and the Valuation Clause
- Equalizing Bequests
- Why Ralph Loves Mutual Whole Life Insurance for His Clients
- What if your business is an important part of your retirement plan?
- Is Your Estate Plan Empty?
- Who Makes the Profit Around Here Anyway?
- The Personal Side of Ralph
- Family Harmony
- We Can't Afford It
- Life plan for your business®
- A Lesson on Key Person Life Insurance
- Picture of a Good Life
- Products & Services
- Contact Us
Ralph Sklar and Thomas Kanaley are Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser. Collectively, these agents are licensed in CA, IL, MA, NV, NY, SC, and UT. As such, these services are strictly intended for individuals residing in the specific states referenced.
Ralph Sklar, Thomas Kanaley, and David Scharff are Registered Representatives of, and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and licensed in CA & NY. No offers may be made or accepted from any resident outside of the specific states referenced.
Ralph Sklar, CA Insurance License #0B49193; David Scharff, CA Insurance License #0689910; and Thomas J. Kanaley, CA Insurance License #0D07336, are agents licensed to sell insurance through New York Life Insurance Company and are licensed with various other independent unaffiliated insurance companies in the state of California. They are collectively licensed in CA, IL, MA, NV, NY, SC, and UT. No insurance business may be conducted outside the specific states referenced.
Silver Transitions Financial & Insurance Solutions, CA License #0G05781.
Thomas J. Kanaley is a Member Agent of The Nautilus Group ®, a service of New York Life Insurance Company.
Silver Transitions Financial and Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates.
NYLIFE Securities LLC, Member FINRA/SIPC.
For additional information, visit Customer Relationship Summary.pdf