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Stuart Van Winkle, CFP®
Van Winkle Associates
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Bring your career to life
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We have the answers... and we're happy to share
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A legacy of love
We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
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Bring your career to life
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New York Life is dedicated to serving professional advisors
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It all starts with you
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You planned for
his arrivalPlan to always protect the ones you
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Stuart Van Winkle, CFP®
Van Winkle Associates
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Newsletters
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
Please Confirm
Stuart Van Winkle, CFP® is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of NJ, CO, FL, NY, PA, TX and VA. No insurance business may be conducted outside this/these states referenced.
Stuart Van Winkle, CFP® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency and a New York LIfe Company. In this regard, this communication is strictly intended for individuals residing in the states of FL, NJ, NY and PA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Company.
Stuart Van Winkle is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of NJ, FL, NY, PA and TN. As such, these services are strictly intended for individuals residing in said states. Eagle Strategies LLC is a New York Life Company.
Van Winkle Associates is not owned or operated by NYLIFE Securities LLC or any affiliates.
Copyright 2022. 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