How We Work

Planner With Couple

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 I know about you, the more precise recommendations I can make and the more I can help you.

Second, an analysis will be done and recommendations will be made based on your goals and needs.  I'll look at your available resources and help you decide which goals are realistic, which need to be adjusted, and which might need to be abandoned.

Third, I'll identify strategies designed to help you achieve your goals.  If you like, I will coordinate your insurance and financial activities with any other professional advisors you have.

Lastly, I 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 additional questions or needs arise, please give me a call.  I want to help.