New York Life is dedicated to serving professional advisors
We're in this together
We have the answers... and we're happy to share
What do you want to do?
Bring your career to life
It all starts with you
Bring your career to life
Bring your career to life
We're right here with you
We're right here with you
We have the answers... and we're happy to share
Why JFG?
The people who are referred to us have other advisors with whom they have discussed their affairs and executed planning strategies. They’re smart, successful, and have been decisive all their lives. They’re sought after as bosses and mentors, friends and confidants, because they’re innately adept at knowing what direction to take. Yet despite all that, they haven’t found personal peace and conviction surrounding the future of their life’s work.
That's where we come in.
Through The Bigger Conversations™, we are uniquely qualified to help our clients unearth the missing link and take action on it. Our team is comprised of highly-specialized professionals who work together to help our clients discover their why and align their wealth with their values. Led by Founder Rodger Johnson and Partner Tiffany Kirgan, every person you encounter here has a part in helping you discover your vision, define your legacy, and make the lasting impact you seek.
Mission Statement
To Help
To help families sustain financial security and stability with the highest level of personal and professional service.
To Build
To build long-term relationships that are mutually beneficial.
To Collaborate
To collaborate with a team of professionals in various disciplines as needed to meet the individual needs of each family.
Core Values
Faith-Based
In all that we pursue, we seek the Lord's will. We put God first. Colossians 3:17
Integrity
We do what is right and do it with good intentions. We walk the walk we talk. Matthew 5:37
Determined
We have the willingness to fulfill our commitment. We will find a way. Philippians 4:13
Own-It
We hold ourselves accountable by taking responsibility for all of our actions. Good and bad, right and wrong. 2 Timothy 2:15
People-First
We put others ahead of ourselves. Making them feel as though they are our top priority and appreciated. Philippians 2:3-4