Services
One of the best things I do in my job is offer real-world solutions to people who have a genuine need. Having the tools and resources to formulate financial options that are right for you, your family and your business is vital. With the resources of New York Life behind me, I offer a myriad of services.
My Approach
I consider my role to be more of a trusted professional. I take a measured, professional approach – one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1: Everyone is different. I need to understand where you are in your journey.
The more I know, the more insightful and targeted my recommendations will be. So, we’ll talk at first and I’ll learn as much about you as possible. What are your goals? Your financial position? And your financial aspirations?
Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. I’ll go beyond the numbers, make sure you are comfortable, and clarify all the financial decisions to be made and the options we have.
Step 3: Next, we'll identify some insurance and financial products to help you meet your goals and needs. I will work with your current advisors if needed and working together, develop a strategy that can meet your short-term and long-term goals while remaining adaptable to life changes.