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            SERVICES


            Koshin provides a very easy-to-understand holistic approach to financial advising and planning. Each person’s situation is different, and depending on their financial step in life, the advice he provides will be tailored to fit the goals and aspirations of that specific client. Koshin is committed to providing the best services using software such as eMoney financial planning to help prepare his clients for anything that may happen in life.


            Wealth Management


            Through Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, Koshin works with his clients to understand their needs and concerns. By understanding what they want from their investment goals, he utilizes the different types of wealth accumulation and money management plans that Eagle Strategies has to offer.


            Financial Planning


            Through Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, Koshin can offer a customized financial plan for his clients. He will work with the client to understand their needs, wants, and concerns. By understanding their investment experience, income, risk tolerance, and what is most important to them, he will work with the professionals at Eagle Strategies to offer a holistic plan for each client.


            Estate Planning


            Have you ever thought of what will happen to your assets in the future when you pass? Having a proper estate plan will help minimize your tax liability for your heirs and ensure that your goals of how you want your assets to be distributed will be met. Don’t let your precious assets go through probate.

            *Neither Eagle Strategies nor New York Life or any of their representatives provides tax or legal advice.


            Insurance Services


            Reiwa Financial can offer a variety of Insurance products and services: Life Insurance, Long Term Care Insurance, Short and Long Term Disability Insurance, Cancer, and Critical Insurance. The right Financial Strategy can help protect yourself and your family’s income, assets, and financial future.

            Products are available through one or more carriers not affiliated with New York Life Insurance Company.


            Insurance, Investments, Income

            New York Life Seattle General Office
            10885 NE 4th Street, Suite 1400
            Bellevue, WA 98004

            425.462.4800 Office
            808.268.1613 Direct
            ksoga@reiwafinancial.com

            Disclosure

            Koshin Soga 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 (CA Insurance License #0J08746), HI, NY, OR, TX, and WA. No insurance business may be conducted outside the states referenced.

            As a New York Life Agent, Koshin Soga is licensed and authorized to offer insurance in California, but Reiwa Financial may not be. For additional information on California licensure status, please click here.

            Koshin Soga 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, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 425-462-4800. In this regard, this communication is strictly intended for individuals residing in the states of CA, HI, NV, NY, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

            Koshin Soga 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 CA, HI, NV, NY, OR, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

            Reiwa Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.?

            Neither Reiwa Financial 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.?

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

            Click here
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