For the past thirty years as an insurance professional, I have taken pride in being able to offer my clients a process...one which allows them to look at where they currently are...where they would like to be...and to look at the ways of getting from one place to the other if they differ. The process is a creative dialogue, which involves asking many questions and gathering information about the client. It allows us to help the client to crystallize their goals and take the appropriate actions necessary to achieve those goals. Our ultimate objective is to help you achieve that peace of mind, which can only come from knowing that your affairs are in order.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC, 1300 Concord Terrace, 5th Floor, Sunrise, Florida 33323, 954-772-5200, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.