Personal Services

As an experienced New York Life agent, I offer a variety of services that can help both you and your family achieve your financial goals.  To meet with an agent can be overwhelming.  It is my goal to have an open, communicative relationship in which your financial goals and desires are achieved.

To give you an idea as to how the process is organized; first, we will review your individual situation and personal objectives and then analyze and review your needs.  Then, we develop and implement a strategy to help you achieve your goals and coordinate your financial activities.  Finally, we monitor progress and provide ongoing service. This is achieved through a variety of services.  They include:

• Life Insurance

  • Whole Life Insurance

  • Custom Whole Life

  • Universal Life^*

  • Variable Universal Life^#

  • Term Insurance

• Annuities

  • Fixed Deferred Annuities^*

  • Guaranteed Lifetime Income Annuities^*

  • Variable Annuities^#

• Medicare Supplemental Insurance/Medicare Advantage Plans

• Long-Term Care Insurance

• Health Insurance^**

• Investments^#

• Disability Insurance^**

• 529 Plans^#

• Wealth Transfer & Estate Planning