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As a New York Life agent, I am professionally trained and experienced, and can help you analyze your needs and recommend appropriate solutions through insurance and financial products and concepts to help meet your goals.
Its About You Finding Someone You Know, Like and Trust, that Can Help With...
Estate Planing
Retirement Planing
Mortgage Protection
Life Insurance
College Funding
Disability Insurance
Long-Term Care Insurance
Fixed Annuities
Protecting your Assets
Lifetime Income Annuity
Penision Maximization
Creating Your Families Legacy
We will work to:
Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more I can help you. As a result, I may take some time to discuss your hopes, dreams and objectives — the things that really matter to you.
Analyze and review your needs. As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.
Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I can recommend some insurance and financial products that can help you achieve your financial goals.
Coordinate your financial activities. If you would like, I can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisor's.
Monitor progress; provide ongoing service as your needs and situation change over time. Preparing is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. I will work with you over the years to help keep your program on track with your changing needs.