My Services


As a New York Life agent, I am here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.
I will work with you to:

  • Review your individual situation and personal objectives
  • Analyze and review your needs
  • Develop and implement a strategy to help you achieve your goals
  • Coordinate your financial activities
  • Monitor progress
  • I will work with you over the years to help keep your program on track with your changing needs.




  • HOT TOPIC: Revisiting the 4% Rule

    For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.

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