My Services

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As a New York Life agent, I am here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.

I will work with you to:


 


  1. Review your individual situation and personal objectives. Every family’s financial situation is unique. As I take the time to discuss with you the things that really matter the most, your hopes, your dreams and your objectives, the more I get to know about you and your family, the more precise my recommendations will be and the more I can help you. That’s why it’s so important to find out as much as I can about you and your family’s financial goals. 
     
  2. Analyze and review your needs. As we work together I will help you identify and prioritize your objectives and then we will establish benchmark goals. Often people fail in meeting their objectives because they try to accomplish too much at once or they do not attach specific deadlines to their goals. By breaking down your goals to specific objectives, we 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.
     
  3. Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I will recommend some insurance and financial products that I feel will best help you achieve your financial goals.
     
  4. Coordinate your financial activities. If you would like, I can also coordinate your insurance and financial activities with the other members of your team of financial, tax and legal advisors.
     
  5. Monitor progress; I will provide you and your family with ongoing service as your needs and situation change over time. Planning 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.
     

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