Sledge Legacy Partners

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Sledge Legacy Partners

Sledge Legacy Partners provides quality financial strategies and services to corporations and individuals. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Sledge & Company, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Sledge & Company is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.

1000 Highland Colony Pkwy
Suite 5202
Ridgeland, MS 39157
(601) 965-9698

CA License
AR License #9118361

01/07/2026

Sledge & Company has a new name: Sledge Legacy Partners. Same team, same promises, same relationships you trust, now with a name that reflects where we’re headed next. Watch Taylor share what’s behind the new name and logo.

04/12/2024

New Team Members, and New website updates - more to come at Sledge&Company.

Sledge and Company owned and operated by Taylor Sledge offering Insurance, Financial Services, and Estate Conservation Strategies. New York Life Insurance Company. New York Life Mississippi. Licensed in Mississippi, Texas, Alabama, Louisiana, and Tennessee. Life Insurance, Disability Insurance.

06/03/2024

This week, our team hosted a group of financial professionals from across the country. They came to observe our operation for a few days, and we offered some coaching and idea sharing. We had guests from California, Oklahoma, Texas, Georgia, Colorado, and South Carolina, to name a few. Great experience!

07/02/2024

U.S. consumer spending rose moderately in October, while the annual increase in inflation was the smallest in more than 2 ½ years. This may mean that the Federal Reserve’s interest rate hike campaign is coming to an end.

U.S. consumer spending rose moderately in October, while the annual increase in inflation was the smallest in more than 2-1/2 years, signs of cooling demand that bolstered expectations the Federal Reserve's interest rate hiking campaign was over.

31/01/2024

Noted CPA Robert Keebler, founder of Keebler & Associates, describes why clients with estate tax concerns might prefer to create a trust for both their children and their grandchildren. Using a generation-skipping transfer trust, Keebler says you’ll have the ability to transfer property to both generations and avoid estate tax. Watch this short video to learn more. New York Life Insurance Company and its agents do not provide tax or legal advice.

This is "Why would a person prefer a trust for children and grandchildren rather than just children - Robert Keebler" by The Nautilus Group® on Vimeo,…

24/01/2024

In recent months, the world’s new billionaires made more of their fortunes from inheritance than from entrepreneurship, according to the UBS Billionaire Ambitions Report. This great wealth transfer is underway.

New billionaires made more of their fortunes from inheritance than from entrepreneurship in recent months, according to the UBS Billionaire Ambitions Report.

17/01/2024

Using IDITs to reduce taxes and protect assets Want to keep more of your hard-earned wealth in your family's hands? Jeff Chadwick, JD, reveals the power of intentionally defective irrevocable trusts (IDITs) in this article, diving deep into the nuanced world of transfer taxes, estate taxes, and effective strategies to protect your assets. Using IDITs can not only reduce your taxes but also can ensure your wealth is secured for future generations. It's never too late to start planning your estate, but remember, professional consultation is key to tailor the best strategies for you. Read this article from Jeff Chadwick at Winstead, PC, to learn more!
https://bit.ly/3tPi4Fc

Address

39157-39158

Website

http://www.sledgelegacy.com/

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