My Role

All we'll explore is everything that is precious to you: all those you love, all you own, and all your passions.

"I want to control my assets while I'm alive and well.  If I become sick or disabled I want to be cared for by those I chose and how I chose.  When I die I want to give to those I chose and how I chose and I want to save every possible dollar of court costs, fees, and taxes*."

If this statement reflects your needs, goals and passions, call me and let's chat!  

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.
It’s important to:

  • Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the ideas, products or services that can help you reach your goals.
  • Educate your agent. I'm no mind reader, so, while I may anticipate many of your needs, I cannot assume anything. That's why it's so important that you be candid in providing information.
  • Educate yourself. At the same time, you should ask many questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with our ideas and the outcome.

*Neither New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice.  Please contact your own tax, legal or accounting professional before making any decisions.

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November 22, 2017 @ 02:39 PM

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