Services

One of the best things about partnering with New York Life and NYLife Securities is being able to offer real-world solutions to people who have a genuine need. In that respect, My role is to be more of a trusted professional. I will see you through life's most exciting and most difficult moments and help you prepare for the opportunities ahead.

I take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives. I work with highly successful indiduals, business owners, physicians and people who love their families.

We understand the things that are important to you, and our relationship with you and the process for securing your family's future begins with that. We first meet with you to gain a clear understanding of your concerns and objectives. We then provide you with an analysis and projection of your personal and business financial situation. We explore possible strategies to achieve your goals, collaborate with your circle of advisors, and can then help you implement and follow up on your course of action.

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?  Do you want to leave behind a legacy? When do you want to retire? Do you ever want to stop working? 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, student loans, or retiring early-can be accomplished.

Step 3: I work with my team to create multiple ways for you to best achieve your goals and help you make educated decisions. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.

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.

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.