Why and how do individuals determine the person they want to trust their financial futures with? For most people, it's patience, knowledge, follow through, and general overall caring for them as you navigate their concerns.
These are all important in everything I do with my clients. I don't just provide my clients with facts. I create solutions of their design and schedule future periods to keep them informed of changing needs.
If you would like to work with a trusted company and a trusted Financial Service Professional. Please meet with me and together we will work through a design for you.
I work in the areas of -
- Life Insurance
- Fixed Immediate & Deferred Annuities*
- Long Term Care Insurance
- Retirement Planning
- Helping to Build Wealth
- Helping to Reduce the Impact of Market Volatility
- Wealth Conservation
- Employee Retirement Plans
- Insurance Planning
- Tax Reduction Strategies**
- Executive Benefits
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of IL, MD, MI, and WI. No insurance business may be conducted outside of IL, MD, MI, and WI.
Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of IL, MD, MI, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
* Issued by New York Life Insurance and Annuity Corporation ( A Delaware Corporation)
**Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.. 401k - Rollover|Annuities|Business Insurance Agents|Business Succession Planning|Health Insurance Providers|Insurance Companies|Life Insurance|Life Insurance Agents|Long Term Care Insurance|Mortgage Protection|Mutual Funds|Retirement Planning|Specialty Insurance Agents