Details of Services Offered:
Through the New York Life Insurance Company I offer a wide range of products and services that can serve both your present and future needs. These include but are not limited to: Life Insurance (Whole life, Universal life, and Term), Disability, Long Term Care, Annuitites, Mutual funds, Retirement Income, IRAs, College Funding, Estate Planning and so on...
With these products and others, we can create a well rounded financial picture that can lead to financial independence in the future. What makes my services unique?
New York Life's Financial Needs Analysis is one that is solely client oriented. As I assess one's current financial picture, there is no specific product in mind. As a result, the client is always comfortable with the work that is done because it reflects THEIR needs and desires. In essence, my clients write their own policies. I look to establish meaningful, ongoing relationships to help ensure my clients needs are met as they change.
If you feel I can be of benefit to you in any of the areas mentioned, please do not hesistate to contact me. Testimonials:
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