Crown Wealth Strategies Launches Employee Benefits & Protection Practice in Dowtown El Paso
EL PASO, Texas (PRWEB) September 11, 2018
As part of its continued growth and leadership in providing El Paso businesses and families with full-service financial planning and protection, Crown Wealth Strategies has launched its new Employee Benefits & Protection Practice in downtown El Paso. Crown Wealth Founder and President Lizzie Dipp Metzger CFP® AEP® will lead an initial team of licensed New York Life Insurance agents in the freshly renovated 7,000 square foot office and meeting space, where they will deliver employee benefits and worksite offerings to business leaders and their employees.
Dipp Metzger will leverage her knowledge as a nationally top-ranking agent for New York Life, a Fortune 100 company, in coaching and developing a quality team of New York Life agents. At the same time, they will be trained in the holistic approach to financial planning for which Crown Wealth Strategies is known.
The new Employee Benefits & Protection Practice is designed to help El Paso families evaluate and select benefits such as 401 (k) programs and disability, health and life insurance. This also enables their employers – business owners, physicians and corporate leaders, to match up employee needs with financial planning and protection programs – a key element in attracting and retaining talent in today's competitive workforce.
"We welcome El Paso employers, employees and their families to our new Employee Benefits & Protection Practice. Everyone needs to know what retirement and insurance strategies are available to them; and we have created a place where they can have a thoughtful conversation about their futures," Dipp Metzger said.
The launch is the latest expansion of Metzger's vision to meet a full range of clients' financial planning needs. Crown Wealth has always integrated investment and insurance strategies to help accumulate and preserve individual and family wealth. Now with the opening of the Employee Benefits & Protection Practice, it will be serving growing companies and their employees with a dedicated a team of New York Life Insurance specialists.
Crown Wealth Strategies is also on an ambitious growth track to provide more corporations and families in El Paso and nationally with estate and retirement, asset accumulation and risk management planning. This October, it will move into its new 4,000 square foot national headquarters in the Crown Wealth Strategies Building. This diversified financial center totaling 9,300 square feet is a trend setter in El Paso and also will house independent third-party professionals such as CPAs, attorneys, property and casualty insurance companies.
From 1,000 to 11,000 Square Feet in Eight Years
Dipp Metzger has in only eight years transformed Crown Wealth Strategies from its first office of 1,000 square feet, to today's 11,000 square feet for both locations. At the same time, she has catapulted her firm to one of the most distinguished in the industry; and in 2017, she was named Council President by New York Life, The first Hispanic woman to receive this award, Ms. Metzger ranked as the top financial professional among New York Life's more than 12,000 licensed agents, based on production, while adhering to the highest standards of ethics and professionalism.
"We are so grateful to the El Paso community that has supported us over the years. Now we are honored to be able to serve more businesses and families and help them prosper," Dipp Metzger said.
Dipp Metzger is a member of the Financial Planning Association®, the country's largest membership association for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and those who support the financial planning process.
Dipp Metzger is a Member Agent, The Nautilus Group®, a service of New York Life Insurance Company; a Financial Adviser offering investment advisory services through Eagle Strategies LLC; a Registered Investment Adviser; a Registered Representative offering securities through NYLIFE Securities LLC; Member FINRA/SIPC, and a Licensed Insurance Agency. She is a Certified Financial Planner (CFP®), and an(AEP®). She holds a Group 1 Life & Health certification.
The Employee Benefits & Protection Practice is located at 320 Texas Avenue, a convenient downtown location in El Paso.
Elizabeth Dipp Metzger is a member Agent, The Nautilus Group®, a service of New York Life Insurance Company - http://www.TheNautilusGroup.com Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, • 303 N. Oregon Suite 1100 El Paso TX 79901 • 915-534-3200. Crown Wealth Strategies is neither affiliated with or owned by New York Life or its subsidiaries. SMRU 1785300