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ABOUT US

TROY BARROW - Financial Advisor Fort Lauderdale

TROY BARROW, LUTCF

Having moved to the US from Barbados, I had to learn and adapt to the American financial system. Soon I realized that many other immigrants need the knowledge, and working concepts to plan for financial security. 

Additionally, many Small Business Owners start out with a great idea, and often lack the proper risk planning needed for their dream to become a long term reality.

These are the markets and challenges I set out to provide solutions for as I started my career in the insurance and financial advisory sector with NewYorkLife.  There I excelled with a notable sales record as a council qualifier. I have also received some of the best training and professional development in the industry.

For over 15 years I have been successfully helping clients like you to achieve your financial goals.

I am a member of the National Association of Insurance & Financial Advisors NAIFA and have been accredited with Life Underwriting Training Council Fellow LUTCF® designation by the American College and NAIFA.

WHO WE ARE

Arlington Insurance Planning Services LLC (AIPS) was founded by Troy as an independent agency to provide tailored insurance and financial solutions to build, protect, and transfer the wealth of our Individual and Business clientele and community, as well as to provide access to a variety of well positioned companies to service their needs.

We are licensed to operate and serve our clients in the States of:

  • Florida

  • New York

  • New Jersey

  • Virginia

Mission

We are committed to serving our clients with appreciation, respect, and understanding. Our core mission is to provide sound, ethical solutions to help you take control of the banking function in your life with our Life Capitalized™ financial strategies.

Financial Advisor Fort Lauderdale
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OUR PROCESS

  • Review your individual situation, your personal or business objectives. Every family’s or business's financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you.

 

  • Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish specific goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

 

  • Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend some insurance and financial products that work in line with your specific situation, and that can help you achieve your financial goals.

 

  • Coordinate your financial activities. If you would like, we can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors.

 

  • Monitor progress; provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your program on track with your changing needs.