Our Financial Network
Who Are Our Financial Professionals?
Our network of financial professionals is comprised of licensed insurance professionals dedicated to helping clients prepare for one of the most rewarding and often neglected phases of life: retirement.
Monthly Financial Network Spotlight
When it comes to finding the expertise you need and the strategies that place your financial well-being as the first and only priority, our network of financial professionals is here to help.
Each month, we recognize three financial professionals making a difference in the retirement of people like you.
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Tyler Gay
Tyler specializes in retirement income planning, ensuring guaranteed income for life. He actively listens to clients and acts in their best interests to provide confidence and security. As the Principal Partner and Independent Financial Advisor at Stockbridge Wealth Partners, Tyler brings extensive market knowledge, passion, and integrity to each interaction. He is a financial advisor and licensed insurance professional. Outside of work, Tyler enjoys quality time at home with his family or watching English football.
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Billie C. Miles III
Billie is a partner and co-founder of MILES Financial Group. With over 20 years of experience, Billie is a recognized leader in the marketing and financial services industries. He specializes in protected money growth and wealth preservation strategies that offer potential growth tied to the stock market while protecting against downturns in the market. Billie and his team have helped families across the country protect and grow millions of dollars without risking their hard-earned principal due to market volatility. These strategies provide clients with financial confidence and a guaranteed lifetime income they will never outlive.
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Ariel Gonzalez
Ariel, President and co-founder of Arrive Financial Services, is dedicated to changing lives through retirement income strategies using annuities. With over 16 years of experience in the industry, Ariel has helped thousands of families secure their financial futures and expand his reach every year. As a first-generation Mexican-American, Ariel understands the importance of managing money wisely and aims to improve the quality of life for his community. He is committed to helping his neighbors achieve financial growth and reach their full potential. In his free time, Ariel enjoys spending time with his family and participating in sports such as soccer and Brazilian Jiu-Jitsu. He is also a loyal supporter of the Raiders.
CA Lic#0L72549
Do's and Don'ts at Your Financial Meeting
Do be prepared to tell them exactly how much income you have and where it lives.
Do come with copies of financial documents like the examples below. Some financial professionals have online portals where you can simply upload PDFs or screenshots of this information.
- Recent pay stubs
- Social Security statements
- Investment accounts
- Retirement savings accounts
- Cash balances
- Most recent tax return
- Mortgage and property tax documents
- Insurance policies
- Any debt balances
Do remember this is someone you’ll need to confide in over the years. Be sure you like them and their communication style.
Do write down questions, a list of goals, a list of challenges, and any other information they should know about your lifestyle before your appointment.
Do ask your financial professional how they are paid for their services.
Don’t be afraid to ask questions.
Don’t forget to mention potential and upcoming changes to your life. Moves, marriages, becoming a caregiver, or requiring special care are all things you should make your financial professional aware of.
Don’t neglect your research on the financial professional. Our Client Concierge can help you look into their credentials and experience to help you. During the meeting, you can ask them to elaborate on why they want you as a client and to tell you more about their retirement philosophy.