Services

One of the best things about working with New York Life and NYLIFE Securities LLC is being able to offer real-world solutions to people who have genuine needs. 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.

I am committed to clients who want to build a long-term business relationship built on personalized care and trust so I can help tailor customized solutions to your long-term financial goals. In that respect, some of the products and services I offer include:

Personal Planning:

  • Personal Life Insurance
  • College Funding Options
  • Mortgage Protection Planning
  • Integrated Retirement Strategies
  • Rollovers
  • IRA and Roth IRA Funding
  • Lifetime Income Strategies
  • Estate Planning Strategies
  • Individual Disability Insurance1
  • Long Term Care Insurance
  • Charitable giving

Business Planning:

  • Buy-Sell Agreement funding
  • Key Person Protection
  • Business Continuation and Succession Plans
  • Executive Compensation and Bonuses
  • Deferred Compensation
  • Voluntary Payroll Deduction Benefits
  • Tax Qualified and Nonqualified Plans
  • Employee and Employer Benefits

Rather than pick from a list of products and services; however, I prefer to take a measured, thoughtful approach; one that is grounded in your reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be.

Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage or retiring early-can be accomplished.

Step 3: Next, we'll identify some insurance and financial products to help you meet your goals. I can even consult with your financial, tax and legal advisors2 to make sure our efforts fit in with your overall strategy.

I'll provide ongoing service as your needs and situation change over time. I'll work with you over the years to help keep your program on track with your changing needs.

I am an Agent licensed to sell insurance through New York Life Insurance Company. Additionally, I am a Registered Representative of and offering securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

1Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.

2Neither New York Life Insurance Company, nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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