Our Services

Our Services

Business Planning

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Investments

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Personal Planning

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*Don Eng, WA Insurance License #88099, CA Insurance License #OF10107, Registered Representative offering securities through NYLIFE Securities LLC. Member FINRA/SIPC, a licensed insurance agency, 1520 S Pioneer Way, Suite B, Moses Lake, WA 98837. Eng Insurance & Financial Services is not owned or operated by NYLIFE Securities or any of its affiliates.

Common Client Concerns

  • How much of retirement income do I need to have guaranteed?
  • How do I protect, preserve, and pass on my assets?
  • How can I optimize my portfolio?
  • If I buy insurance on my car, a depreciating asset, why not buy it on myself?
  • How can you help me maximize my retirement?
  • What’s my plan in the event of an extended healthcare event? What could it do to your retirement or family?
  • How can I have a pension for life?
  • How do I find my assets or a 401k from a former employer?
  • When was my last financial or retirement checkup?
  • Have I developed a strategy for passing on assets to my heirs?

Our Approach

One of the best things about working for Eng Insurance & Financial Services is being able to offer real-world solutions to people who have a genuine need. We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

At Eng Insurance & Financial Services, we take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives. We strive to exceed your expectations.

Step 1

Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.

Step 2

After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished.

Step 3

We'll identify insurance and financial products that can help meet the specific objectives outlined above. If you like, we'll even consult with your financial, tax, and legal advisors to make sure all our efforts are coordinated.

Advanced Planning Group

We work in collaboration with New York Life’s Advanced Planning Group. The Advanced Planning Group is a team of over 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. They support a variety of wealth strategies and business planning objectives with one common goal: to ensure our team provides you with the best solutions for your unique situations. Combined, the Advanced Planning Group has more than 300 years of experience assisting with wealth strategies and business planning objectives in numerous concentrations.

Key Areas of Support: Business protection and succession, nonqualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution strategies, transnational planning (non-U.S. citizen), estate tax mitigation, charitable planning.

Working with us in collaboration with the Advanced Planning Group in your planning process can help you preserve and protect what you’ve spent a lifetime creating.