"Where we Make Insurance Personal"
516-996-2348
M-F: 9:00 am - 5:00 pm
Sat & Sun: By Appointment Only
Helping our Clients Secure their Financial Future!
Welcome to Rise Up Financial Agency, your trusted partner in achieving financial security and planning for the future! We believe that a stable financial strategy is the foundation for a brighter tomorrow. Our mission is to guide you through various life stages, from protecting your income to creating generational wealth, using life insurance and other products. We believe that financial planning is not a one-size-fits-all approach.
​
Our dedicated team takes the time to understand your unique circumstances and goals, allowing us to provide personalized strategies that will help you rise above financial challenges and seize opportunities.
What we offer our Clients
We help you Craft your Financial Strategy to Meet your Goals!
01
Income Protection
Life is unpredictable, and an unforeseen event or illness can disrupt your financial stability. That's why we help you navigate through income protection solutions such as life insurance policies that provide a safety net for you and your loved ones during challenging times. By ensuring that your income is protected, you can have peace of mind knowing that your family's financial needs will be met, even if you're unable to work.
03
College Planning
Education is a valuable investment in your children's future. Rise Up Financial Agency assists you in developing a college planning strategy that ensures your child's educational dreams become a reality. Through life insurance products, we help you accumulate funds specifically designated for college expenses. By wisely planning for these milestones, you can ensure that your child's education doesn't burden your finances or compromise your long-term goals.
02
Generational Wealth
Creating a lasting legacy for your loved ones is one of the most impactful gifts you can give. Our financial experts specialize in assisting clients in building generational wealth. Through strategic planning and utilizing life insurance products, we help you grow and protect your assets over time. Our comprehensive approach ensures that your family's wealth extends beyond your lifetime, providing financial security for future generations.
04
Retirement Strategies
We believe retirement should be a time of enjoyment and fulfillment. We offer alternative retirement strategies that go beyond traditional options. We assist you in exploring creative approaches, such as utilizing life insurance products, to build a robust retirement fund that suits your unique needs. Our experienced team helps you envision and implement a retirement plan that brings you financial freedom and the ability to embrace every golden moment.