Your Financial Professional & Insurance Agent
Having the ability to provide real-world solutions to people who have a genuine need is one of the best things about being a New York Life agent. I view my role in that regard more like that of a trusted professional: someone who will help you through life’s most difficult moments and prepare you for the opportunities ahead.
To achieve your financial goals and objectives, I take a measured, thoughtful approach-one that is grounded in reality.
Step 1: Since everyone is unique, I want to learn as much as I can about you. Tell me about your goals. Where would you like to be in 10 to 20 years? Are you prepared financially? As I learn more about you, my recommendations will be more insightful.
Step 2: We’ll determine your goals and make them into clear, measurable objectives together. Therefore, you’ll be able to see how even the biggest challenges-like paying off your mortgage or retiring early-can be overcome.
Step 3: Next, we will identify insurance and financial products that can help you achieve your goals. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit into your overall strategy.
I’ll continue to serve you as your needs and situation change over time. I will assist you in keeping your program on track as your needs change over time.
Neither New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.