Solutions

What is most important is getting to know you, understanding your financial objectives, and how you are currently positioned for achieving your goals. We then create a comprehensive financial plan based on your current goals and financial position. Our recommendations are for strategies to meet your goals, not for products. While we always enjoy helping our clients implement the recommended strategies, for a variety of reasons clients may choose to only work with us in developing the plan. Financial plans are dynamic, and we are here to help you get on and stay on track as life evolves.

Our typical clients like yourselves are families, business owners and professionals, many who may already work with several advisors such as CPAs, bankers, insurance agents etc. We can help coordinate the various aspects of financial planning amongst your advisors, and bring clarity to it all, and fill holes as needed.

Business Solutions:

  • Executive Benefits

  • Succession Planning

  • Key Person Insurance

  • Buy-Sell Agreements

Personal Solutions:

  • Asset Protection

  • Disability and Long Term Care Insurance

  • Estate Planning

  • Financial Planning

  • Wealth Management

Disclosure

Micheline Yacoub 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 MA, ME, NC, NH, NY, PA, and RI. No insurance business may be conducted outside the states referenced.

Micheline Yacoub 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, M Y Core Financials Llc 1864 Center Street Suite 6, Boston, MA, 02132, 617-325-9242. In this regard, this communication is strictly intended for individuals residing in the states of MA, NC, NH, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Micheline Yacoub 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 MA, NC, NH, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

M.Y. CORE FINANCIALS, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither M.Y. CORE FINANCIALS, 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.​

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