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Our Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.

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Step 1: Review


Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.


Step 2: Analyze


Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.


Step 3: Develop


Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.


Step 4: Coordinate


Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.


Step 5: Implement


We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.


Step 6: Monitor


Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.


Disclosure

Matthew Pomerantz 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 #0K25350), CT, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, UT, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Matthew Pomerantz is licensed and authorized to offer insurance in California, but Miller-Pomerantz Insurance and Financial Services may not be. For additional information on California licensure status, please click here.

Matthew Pomerantz 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, 285 Fulton St Fl 39, New York, NY, 10007, 212-261-9555. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, MD, NJ, NY, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Pomerantz 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, CT, FL, MD, NJ, NY, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Miller-Pomerantz Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Miller-Pomerantz Insurance and Financial Services 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.

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Our Location

120 Broadway

29th Floor

New York, NY 10271

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Contact Us

(212) 261-9555 Ext. 320
(212) 261-9556
matthew@millerpomerantz.com
  • About Us
    • Meet the Partners
    • Our Alliances
    • Our Process
    • Organization Chart
  • Products & Services
    • Personal Solutions
    • Business Solutions
    • Investment Solutions
    • Common Products
  • Client Education
    • Calculators
    • Video Library
  • Contact Us
    • Our Location
    • Company Directory
  • Client Login
    • Virtual Service Center
    • Eagle Strategies/NYLIFE Securities
    • Unum
    • NYLI Funds

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