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SUCCESSION PLANNING


Succession planning allows owners to retire from their business within their own time frame, while preparing for the company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business. We can provide financial strategies for succession planning.

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

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Disclosure

Gail Kincannon, Kathryn Watson, Samantha Talley, Sonali Amodwala, and Victoria Briones Magallanez are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Gail Kincannon (AR Insurance License #1200410).
Kathryn Watson (AR Insurance License #1118334) (CA Insurance License #4218646).
Samantha Talley (AR Insurance License #16773895) (CA Insurance License #0M41177).

As a New York Life Agent, Gail Kincannon is licensed and authorized to offer insurance in Arkansas, but THE RAINIER FINANCIAL GROUP, LLC may not be. For additional information on Arkansas licensure status, please click here.

As a New York Life Agent, Kathryn Watson is licensed and authorized to offer insurance in California and Arkansas, but THE RAINIER FINANCIAL GROUP, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

As a New York Life Agent, Samantha Talley is licensed and authorized to offer insurance in California and Arkansas, but THE RAINIER FINANCIAL GROUP, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

The following individuals are Registered Representatives of and offer 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:
Gail Kincannon, 6200 Bridge Point Pkwy Bldg Iv Ste 300, Austin, TX 78730, 512-784-4968.
Kathryn Watson, 6200 Bridge Point Pkwy Ste 300, Austin, TX 78730.
Samantha Talley, 1116 Robin Rd, Elgin, TX 78621, 210-259-7130.
Sonali Amodwala, 6719 Yaupon Dr, Austin, TX 78759.
Victoria Briones Magallanez, 6200 Bridge Point Pkwy Ste 300, Austin, TX 78730.

Gail Kincannon, and Sonali Amodwala are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

The Rainier Financial Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither The Rainier 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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