Our Firm

Our Purpose

back9strategies was formed by two top New York Life agents for the purpose of providing seamless continuity of client planning and service, and to strengthen the bond that exists between adviser and client. A complete competency in planning and implementation of those plans, back9strategies also adds to those competencies the promise of unending follow-through with every aspect of our planning.

Our Mission

To offer the best possible thinking and planning for every client, as well as the after-planning implementation as these strategies reach maturity. To safeguard our clients' wealth and businesses, their legacy, for generations to come.