Cindi Ritcey Fox, Financial Adviser

Experienced Financial Services Professional, providing Financial Wellness to Individuals, Families & Corporations

My Core Values as a person and a professional. 1) Work with Integrity 2) Stay out of my comfort zone 3) Have pride in what I do 4) Work as a team 5) Be results based 6) Live life with Balance 7) Have FUN! After running a successful Corporate Benefits Planning Agency from 1990-2006, plus cross marketing into the financial planning world, I found my true calling in teaching financial wellness to individuals, families and in Corporations by providing financial wellness education as an employee benefit. If you are interested in learning about financial wellness through MAP, please contact me at: [email protected] Agent/RR/Eagle- 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. 135 S. 84th Street, Suite 201 Milwaukee, WI 53214 414.256.8700 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0D11091.

newyorklife.com

Small Business - Protect, Reward, and Plan | New York Life

There’s a lot riding on your business. That’s why we should talk.

newyorklife.com Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

[07/08/19]   "Two roads diverged in a wood and I—I took the one less traveled by, And that has made all the difference." ~Robert Frost

[06/27/19]   "There will always be a reason why you meet people. Either you need them to change your life or you’re the one that will change theirs."

[06/24/19]   "Life isn't about finding yourself, it's about creating yourself." ~George Bernard Shaw

[06/19/19]   "If you can't stop thinking about it, don't stop working for it." ~Michael Jordan

newyorklife.com

Annuities - Generate a Pension-Like Income | New York Life

Dads are the go-to-guys for just about everything. But when you need help preparing for big things like retirement and saving for college, we’re here to lend a hand.

newyorklife.com Are you confident your retirement savings will last? Learn how you can preserve your savings and the lifestyle you've worked for with New York Life annuities.

[06/14/19]   "Real change, enduring change, happens one step at a time." ~Ruth Bader Ginsburg

[06/11/19]   "What you think, you become. What you feel, you attract, What you imagine, you create." ~Buddha

newyorklife.com

LGBT Market

Be who you are. Celebrate who you love. Take a stand for what you believe. #Pride

newyorklife.com You’ve come a long way; we’d like to help you go even further- Tailoring solutions to meet the needs of the lesbian, gay, bisexual and transgender community

Congrats to MainStay Funds, the mutual fund arm of New York Life Investments, for being ranked #2 by Barron's in their 2018 list of The Best Fund Families! MainStay also finished #2 in U.S. Equity and #3 in Tax Exempt Bond. Contact me to learn more about our award-winning fund family: http://bit.ly/2XZxwJU.

[05/30/19]   “Old is old at any age. Old is when you quit asking questions about this, that, and everything. Old is when you forget how to love – or worse, don’t care. Old is when you don’t want to dance anymore. Old is when you don’t want to learn anything new except how to be old. Old is when people tell you that you are old – and you believe them.“ ~Carew Papritz

[05/27/19]   "The question isn't at what age I want to retire, it's at what income."
~George Foreman

[05/24/19]   "Don't simply retire from something; have something to retire to."
~Harry Emerson Fosdick

[05/21/19]   "Don’t watch the clock; do what it does. Keep going." ~Sam Levenson

[05/18/19]   “Age is only a number, a cipher for the records. A man can’t retire his experience. He must use it.“ ~Bernard Baruch

[05/15/19]   "I don’t want to get to the end of my life and find that I lived just the length of it. I want to have lived the width of it as well." ~Diane Ackerman

[05/13/19]   "Things turn out best for the people who make the best of the way things turn out." ~John Wooden

[05/09/19]   Women are a powerful group: Women worldwide make or influence at least 64% of all purchases in a wide variety of categories. In addition, some 23% of married women now out earn their husbands. With all this success comes a greater need for financial knowledge and responsibility. Contact me to learn how I can help you take charge of your financial future.
Who manages the budget in your household?

[05/07/19]   Nearly 4 in 10 mothers are primary breadwinners for their family. Let’s protect what you work hard for.

[05/03/19]   "After all, Ginger Rogers did everything that Fred Astaire did. She just did it backwards and in high heels." ~Ann Richards

Not sure what to do now that you've reached retirement age? Don't worry, you're not alone. Share your questions in the comment section below.

[04/29/19]   "Nothing you wear is more important than your smile." ~Connie Stevens

[04/27/19]   "Act as if what you do makes a difference. It does." ~William James

"The way to get started is to quit talking and begin doing." ~Walt Disney

[04/23/19]   Age is whatever you think it is. You are as old as you think you are.
~Muhammad Ali

[04/18/19]   “You don't have to be great to start, but you have to start to be great." ~Zig Ziglar

[04/15/19]   "Success comes from having dreams that are bigger than your fears." ~Terry Litwiller

[04/12/19]   "Sometimes you've got to jump off cliffs and grow wings on the way down." ~Ray Bradbury

[04/09/19]   "The bamboo that bends is stronger than the oak that resists." ~Japanese Proverb

[04/04/19]   “The future you see is the future you get.” ~Robert G. Allen

[04/01/19]   "Some people want it to happen, some wish it would happen, others make it happen." ~Michael Jordan

[03/30/19]   "It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
~Robert Kiyosaki

Changing jobs can also mean a change in your long-term financial strategy. What changes do you plan to make to better achieve your goals for yourself and your family? Let me know in the comments below.

"A goal without a plan is just a wish." ~Antoine de Saint-Exupéry

[03/25/19]   "It’s not the employer who pays the wages. Employers only handle the money. It’s the customer who pays the wages."
~Henry Ford

[03/22/19]   "Always treat your employees exactly as you want them to treat your best customer."
~Stephen R. Covey

[03/19/19]   "When you make loving others the story of your life, there's never a final chapter, because the legacy continues. You lend your light to one person, and he or she shines it on another and another and another." ~Oprah Winfrey

“An educated man should know everything about something, and something about everything.” ~C.V. Wedgwood

[03/11/19]   "I don’t think of work as work and play as play. It’s all living." ~Richard Branson

[03/07/19]   "Change the way you look at things and the things you look at change." ~Wayne W. Dyer

They won't be small forever, but they'll always be your babies. I can help you protect them now and in the future with a financial solution that grows with your needs as well as theirs.

[03/05/19]   "What we see depends mainly on what we look for." ~John Lubbock

[02/27/19]   "Everything you've ever wanted is on the other side of fear." ~George Addair

[02/25/19]   "Certain things catch your eye, but pursue only those that capture the heart." ~Ancient Indian Proverb

[02/22/19]   “I am grateful for all my victories, but I am especially grateful for my losses because they only made me work harder.” ~Muhammad Ali

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Location

Telephone

Address


2201 E Enterprise Ave
Appleton, WI
54913

General information

New York Life Insurance Company (NYLIC) is among the largest mutual life insurance companies in the United States, and one of the largest life insurers in the world. New York Life has a history notable for consistent financial strength. Founded in 1845 and headquartered in New York City, New York Life maintains operations in all 50 states. New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments* provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds. Read our disclaimers, here: www.newyorklife.com/socialmedia. *“New York Life Investments” is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.
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