Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.
Below are brief summaries of some of the topics that may arise as we explore your long- and short-term financial goals. The information will give you something to consider as you prepare for our initial review.
If you are a business owner, you have the added responsibility of your business to worry about on top of your family. The following information can help you start thinking about possible solutions to your needs and help you prepare to consult with me.
Consulting As an Agent of New York Life, on your behalf I can consult with the Advanced Planning Group--a premier planning team within the company possessing expertise in law, accounting, financial planning and insurance.