How We Work

As an experienced New York Life agent, it is my desire to cultivate a mutually productive, long-term relationship that will help keep your plans on track. 

 

First, we'll start by discussing your objectives and by taking an inventory of your current income and assets.  The more we know about you, the more precise recommendations we can make and the more we can help you.

 

Next, an analysis will be done and recommendations will be made based on your goals and needs.  We'll look at your available resources and decide which goals are realistic, which need to be adjusted, and which simply must be abandoned.

 

Next we will implement strategies designed to help you achieve your goals.  If you would like, we will also coordinate your insurance and financial activities for you with the other members of your team of tax and legal advisors.

 

Lastly, we will monitor your progress and provide prompt, ongoing service.  Our resources will become your resources.  Good advice is invaluable, so when your situation changes and and additional questions or needs arise, please feel free to call.  We want to help. 

 

 

 

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