A financial professional by your side Do you have more financial responsibilities than resources? That's not uncommon these days 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 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.For young families there's nothing more exciting than new beginnings. That is, of course, if you know where you're going.
That's where 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.For young families there's nothing more exciting than new beginnings. That is, of course, if you know where you're going.
Services
Services
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One of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
About New York Life
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At New York Life, we believe in helping people like you, families like yours, and business of all kinds. Since 1845, we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence. Why do we do it?
Working Together
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Instead, I'll 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 us both. Be open and honest: I'll try my best to anticipate your needs, but will never assume anything.
What is Whole Life Insurance
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Whole life insurance is for those looking for lifetime protection with added benefits. In addition to providing a guaranteed life insurance benefit, it also offers an important way to save for the future, helping you to be prepared for whatever lies ahead. With Whole Life, the cash value of your policy grows tax deferred-which means you can use it whenever you need to, whether for a new home, college tuition, or an income stream in retirement.*
Annuity offers a clear path to retirement
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There are lots of ways to maintain your lifestyle later on in life. A guaranteed income annuity is one good way to do it. Most people think of an annuity as a pension-like stream of income. When you have one, you basically get a steady "paycheck" for the rest of your life-so you can worry less about managing your money and focus more on living your life.
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