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SharpEdge Financial, LLC | Financial Advice for Attorneys
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About Us
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- Our Strategic Partnerships
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- Contact Us
- Attorneys
- Financial Success Blog: An Attorney's Guide to Financial Freedom
- Creating healthy savings habits through budgeting.
- Seven-step process to buying a house.
- How to fund a Roth IRA with the backdoor strategy.
- How to manage your cash in the bank.
- How to mitigate the risks of a long-term disability event.
- What to do with your year-end bonus?
- Why your credit score matters and how to improve it.
- Creating a plan for student loans repayment.
- Contact Us
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Bring your career to life
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We're in this together
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It all starts with you
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What do you want
to do? -
Bring your career to life
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Bring your career to life
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We're right here
with you -
We're here
to help -
We have the answers... and we're happy to share
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We have the answers... and we're happy to share
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New York Life is dedicated to serving professional advisors
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We're right here
with you
SharpEdge Financial, LLC | Financial Advice for Attorneys
Contact Us
- Home
-
About Us
- Meet Our Team
- Our Location
- Fee-Based Financial Planning
- Technology
- Investment Management
- Our Strategic Partnerships
- Protection Planning
- Eagle Strategies LLC
- Our Planning Philosophy
- Contact Us
- Attorneys
- Financial Success Blog: An Attorney's Guide to Financial Freedom
- Creating healthy savings habits through budgeting.
- Seven-step process to buying a house.
- How to fund a Roth IRA with the backdoor strategy.
- How to manage your cash in the bank.
- How to mitigate the risks of a long-term disability event.
- What to do with your year-end bonus?
- Why your credit score matters and how to improve it.
- Creating a plan for student loans repayment.
- Contact Us
Joel Chouinard 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 (Insurance License #4060924) and TX. No insurance business may be conducted outside this/these states referenced.
Joel Chouinard is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and New York Life company. In this regard, this communication is strictly intended for individuals residing in the states of CA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
Joel Chouinard is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser and a New York Life company, in the states of CA and TX. As such, these services are strictly intended for individuals residing in the states referenced.
Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.
NYLIFE Securities LLC, Member FINRA/SIPC.
For additional information, visit Customer Relationship Summary.pdf