Our Approach

At May Financial Solutions, we’re committed to a comprehensive approach that recognizes the distinct and varied scenarios of every individual, family and business. You have a vision for your future and we can help you make it happen by creating a vivid and attainable plan for success. We like to think of our approach to financial planning in three stages: discover, collaborate and succeed.

Discover

Collaborate

Succeed

Our Brand

Our May Financial Solutions M-Swirl Brand means a lot to us, and while at first glance, it may appear to simply be a play on Chip May’s initials, the meaning goes much deeper into the philosophy we use to get the best for our clients.

The “M” symbolizes the evolution of a path through life, where much like the value of a stock, there will always be ups and downs. The peaks and troughs of the “M” serve as a reminder that nothing is perfect or completely stable, but if you’re well prepared, you can reduce those troughs. Additionally, the curvature of the “M” demonstrates the need to remain flexible as different situations arise.

The “C” is a circle that symbolizes life itself. This circle is incomplete because there are always adjustments and changes in health, relationships and quality of life as we age. While life is not perfect and the circle will never be complete, with planning that gap can be reduced. You can count on our team to help you constantly reevaluate your plan as your life moves forward.

Our Strategic Alliances

The best, most effective financial planning happens when a team of professionals works together with your best interests in mind. If you have existing team members you trust, such as a CPA or attorney, we’re happy to work with them, and we can also bring in our own subject-matter experts as needed. Some of our strategic alliances are detailed below.

Discover

We believe it’s important to start all of our relationships with a simple, yet too often overlooked approach: we listen. Our team will take the time to get to know your hopes, dreams, desires and what really matters to you. We often find that our clients have a rough idea of where they want to go, but are unsure exactly what the roadmap to get there should look like, which is where we come in. In this stage, we’ll identify what’s working and what needs to change to put you on the path toward a fulfilling future.

Collaborate

Everyone has different desires and priorities when it comes to managing finances. Once we’ve identified your goals and risk tolerance, we’ll work together to implement a solid plan, prioritizing objectives and establishing benchmark goals. By leveraging our partnerships and strategic alliances, you’ll have plenty of options to choose from that will put you on the path to a healthy and rewarding life. We want this stage to feel cooperative, so we’ll listen carefully to your concerns and make decisions based on your comfort level.

Succeed

At this stage, we want you to focus on living your day-to-day life without the worry of what will happen next. As things change, we’ll be there to adjust your strategy as needed. You can expect us to periodically check in, plus we keep an open-door policy, so we’re always available to talk through any questions or concerns, no matter how big or small. We make it our goal to get you on track to achieve all your objectives, so you can spend your time enjoying life with those you love most.

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Eagle Strategies LLC

Through Eagle Strategies, Walter C. “Chip” May, CFP® provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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The Advanced Planning Group

The Advanced Planning Group of New York Life Insurance Company collectively leverages years of practical experience and background in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, trust, business, and life insurance strategies. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Walter C. “Chip” May, CFP® can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

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New York Life

Walter C. “Chip” May, CFP® and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.

Other Professional Partnerships Logo

Other Professional Partnerships

At our firm, we prioritize close collaboration with our clients' trusted CPA's, attorneys, and other professionals to ensure that every aspect of the plan is synchronized seamlessly. We understand the importance of integrating diverse expertise, as it plays a crucial role in developing an effective strategy. Our primary goal is to provide our clients with tailored solutions that maximize their financial well-being and align perfectly with their goals.