The Financial Professional for your Retirement Planning, College Fund Savings, and Small Business Strategies
As with most other things in life, the key to achieving your long-term financial objectives is preparation. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things will not happen by accident. It is important to determine what you would like to achieve financially and then map out a strategy that will help you meet those goals.
Of course, preparing for your financial future can be intimidating. Luckily, you do not have to do it alone. As a New York Life Insurance Company agent of the Orange Coast office, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. Remember, it is never too late to start!
Your Financial Partner for Life
By partnering with New York Life, you get the unparalleled financial strength from a company that has been mutually owned for over 176 years. Mutuality means we answer only to our policyholders not to stockholders. I can help you create a tax-diversified retirement plan that meets your needs and goals, so that regardless of the retirement landscape, you will live the retirement lifestyle you have always envisioned.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.