Our Process

Our approach starts with getting to know your financial objectives and your personal drive to achieve them. We work in 2 different ways with our clients depending on your unique needs:

  1. We analyze in depth your net worth, protection, investment, retirement and estate planning to create a fee based comprehensive plan that we implement many times with other advisors.

  2. We help you sift through what you currently have put together that is working towards achieving such goals, what needs tweaking and what you don't know that you don't know and offer solutions.

Our typical clients like yourselves are families, business owners and professionals. They often work with a number of people including financial advisors, CPAs, estate planning attorneys and insurance agents and may also have self-directed 401Ks and brokerage accounts. There may be many moving parts which are not coordinated into a holistic financial plan. We can help.

Disclosure

Micheline Yacoub 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 MA, ME, NC, NH, NY, PA, and RI. No insurance business may be conducted outside the states referenced.

Micheline Yacoub 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, M Y Core Financials Llc 1864 Center Street Suite 6, Boston, MA, 02132, 617-325-9242. In this regard, this communication is strictly intended for individuals residing in the states of MA, NC, NH, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Micheline Yacoub 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 MA, NC, NH, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

M.Y. CORE FINANCIALS, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither M.Y. CORE FINANCIALS, LLC 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.​

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