Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where I believe that it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.
Planning your financial future can be tough but the good news is that you don't have to do it alone. As a New York Life agent I am trained to
Review and identify your individual situation and personal objectives
Analyze your needs
Develop and implement a strategy to help you achieve your goals
Coordinate your financial activities
Monitor progress and provide an ongoing service.
I Provide the following services, but not limited to:
Retirment Income Planning 412 (e) (3)
Group Health Insurance *
Education Funding Strategies
Disability Insurance *
Fixed Immediate & Deferred Annuities
Long Term Care Insurance
When it comes to preparing for the future, I believe that it’s important to work with someone who has foresight and experience to help you navigate life’s changes successfully.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting.
*Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.