Having almost 20 years with New York Life Insurance Company, you may use us as a resource for retirement planning, business planning using life insurance, and estate planning. Your satisfacton and solid customer service is my priority. Preparing for your financial future can be intimidating. The good news is that it's never too late to start and you don't have to do it alone.
We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension?
Read this article to find out. Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements. The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education.
We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension?
Read this article to find out. Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements. The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education.
Services
We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.
Our approach is measured and thoughtful-one that is grounded in reality and may help you meet your financial goals and objectives.
Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible.
What are your biggest goals or financial concerns?
Where would you like to be in 10-20 years?
What financial resources do you already have in place?
Our approach is measured and thoughtful-one that is grounded in reality and may help you meet your financial goals and objectives.
Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible.
What are your biggest goals or financial concerns?
Where would you like to be in 10-20 years?
What financial resources do you already have in place?
We don't believe in a "one-size-fits-all" approach.
Instead, we work with you to create a strategy that's based on your individual needs and objectives.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest: We'll try our best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
Instead, we work with you to create a strategy that's based on your individual needs and objectives.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest: We'll try our best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future.
Plus the cash value in a whole life insurance policy can be accessed via policy loans and partial surrenders can be used to help you supplement your retirement income.
This cash value can also be accessed and used for other major life events and can play an important part in estate, business succession, or charitable giving plans.*
Long-Term Care Insurance: Going through life may require a little help along the way.
Plus the cash value in a whole life insurance policy can be accessed via policy loans and partial surrenders can be used to help you supplement your retirement income.
This cash value can also be accessed and used for other major life events and can play an important part in estate, business succession, or charitable giving plans.*
Long-Term Care Insurance: Going through life may require a little help along the way.
Helping you keep up the good work.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things - running your own business takes more than hard work.
It takes insight, planning, and the ability to call on the right resources every step of the way.
You have worked hard to get where you are today.
A variety of events can occur that could quickly threaten the success and stability of a business.
From your business to your family, We can help you gain peace of mind.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things - running your own business takes more than hard work.
It takes insight, planning, and the ability to call on the right resources every step of the way.
You have worked hard to get where you are today.
A variety of events can occur that could quickly threaten the success and stability of a business.
From your business to your family, We can help you gain peace of mind.
We have access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning.
Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.
To learn more about the services we can offer you through our access to this resource, please visit the Advanced Planning Group web site.
Neither New York Life nor we provide legal or tax advice, but we are happy to refer you to some of our trusted partners who do offer those services.
Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.
To learn more about the services we can offer you through our access to this resource, please visit the Advanced Planning Group web site.
Neither New York Life nor we provide legal or tax advice, but we are happy to refer you to some of our trusted partners who do offer those services.
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