I offer a myriad of resources, products, and services that I can draw from to get you where you need to go, now and in the future.
My approach
Over the years, I've fine-tuned my approach to make sure it delivers the best chance of helping you reach your personal goals.
Discovery. I'll ask a multitude of questions. I expect you will do the same. My goal is to find out your current financial position. What are your goals? What keeps you up at night? Transparency is vital for both of us.
Strategic development. I then sit down and create strategic solutions that work to meet your needs. I pull from my experience, qualifications, and multitude of resources available to create these recommendations.
Finalization. We then meet to go over the recommendations. The bottom line is we'll work together until we finalize a strategy that can best meet your short-term and long-term goals.
Neither New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.