Services
I am committed to providing real-world solutions in effort to help see you through life's most difficult moments and prepare you for opportunities ahead.
I take a measured, thoughtful approach that is grounded in reality and gives you the best chance of meeting your financial goals.
Here is an example of the steps we will take together.
Step 1: Everyone is different, so it's important for me to learn as much about you as possible. What are your goals and concerns? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be.
Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges can be accomplished.
Step 3: Next, we'll identify planning options and appropriate financial tools to help you meet your goals and needs. I can even consult with your tax and legal advisors to make sure our efforts fit in with your overall plans.
I'll provide ongoing service as your needs and situation change over time. I'll work with you over the years to help keep your program on track with your changing needs.
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.