Most people don’t have a financial strategy—they have a collection of accounts, policies, and guesswork.
That’s where I come in.
I work with individuals, families, and business owners who are ready to stop hoping things will work out—and start building a clear, intentional strategy for their future. Because the truth is, your financial life is too important to leave to chance or rely on a one-size-fits-all approach.
My work is centered on helping you protect what you’ve built, grow what you have, and develop strategies that actually supports the life you want to live—now and in the future.
This isn’t just what I do—it’s what I’ve grown up in. My father spent over 40 years helping families with life insurance and financial protection, and I saw firsthand the difference thoughtful preparation can make across generations. After working behind the scenes for five years, I stepped into this role to work directly with clients and make that same impact.
In 2010, I chose New York Life Insurance Company, a Fortune 500 company, as the platform to build my career. In 2014, I founded Assad Financial Group, LLC to bring that vision to life—focusing on personalized strategies designed to address clients’ needs in a thoughtful and coordinated way.
Today, I help clients get organized, get protected, and get moving toward their goals with clarity and confidence.
Decisions made over time can have a meaningful impact on long-term financial outcomes. Taking the time to put a strategy in place can help you stay aligned with your goals and priorities.
If you're ready to move forward, the next step is simply starting the conversation.
If you’d like to learn more, you’re welcome to schedule a no-obligation conversation to discuss your goals and explore potential strategies.
*New York Life is the Largest Mutual Insurer in the U.S.: Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/2/25 For methodology, see https://fortune.com/company/new-york-life-insurance/