Betsy Eiroa, CLTC, RICP
Principal, Assad Financial Group, LLC
Guidance You Can Trust. Solutions Built Around You.
Most people don’t have an insurance strategy—they have a collection of policies, benefits, and financial responsibilities that may not have been reviewed together in years.
Assad Financial Group, LLC helps individuals, families, and business owners navigate insurance with greater clarity and purpose.
We believe protecting what you’ve built starts with understanding what matters most to you. That means taking the time to understand your family, your business, your responsibilities, and your goals before exploring insurance solutions.
Our approach is personal and straightforward: help you understand your options, identify potential gaps, and find insurance solutions designed to protect the people and priorities that matter most.
A Family Legacy of Protection
For me, this work is personal.
My father spent more than 40 years helping families with life insurance and financial protection. Growing up around the business, I saw firsthand how thoughtful preparation could make a meaningful difference for families across generations.
After spending five years working behind the scenes, I stepped into a client-facing role to continue that legacy and help people make important financial protection decisions with greater confidence.
In 2010, I chose New York Life Insurance Company as the platform on which to build my career. In 2014, I founded Assad Financial Group, LLC to further that vision and provide clients with a personalized approach to their insurance needs.
Today, Assad Financial Group, LLC helps clients evaluate and navigate insurance solutions for themselves, their families, and their businesses. The goal is simple: help you understand what you have, determine what you may need, and make informed decisions about protecting what you’ve worked hard to build.
Looking for Comprehensive Financial Planning and Wealth Advisory?
Insurance is an important part of a financial life, but it is only one part.
For individuals, families, and business owners seeking comprehensive financial planning and wealth advisory services, please visit Lionshare Wealth Strategies, LLC.
Lionshare Wealth Strategies, LLC focuses on helping clients bring the different pieces of their financial lives together through coordinated planning and wealth management strategies built around their goals, priorities, and long-term vision.
For insurance brokerage: Assad Financial Group, LLC
For financial planning and wealth advisory services: Lionshare Wealth Strategies, LLC
Start the Conversation
The right insurance decisions begin with understanding your needs—not choosing a product.
If you’d like to review your current coverage, discuss a specific insurance need, or explore available options, you’re welcome to schedule a no-obligation conversation with Assad Financial Group, LLC.
If you’re looking for broader financial planning and wealth advisory guidance, we invite you to continue to Lionshare Wealth Strategies, LLC.
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/