We Strive for YouOur mission is to build strong relationships with our clients and use research, education and clarity to walk alongside you every step of the way in order to help drive your success and happiness.
Our TeamWe are here to serve your needs
Our Planning Process
LISTEN AND UNDERSTAND YOUR GOALS
Genuinely listen to your needs and objectives, and foster a strong relationship that will last over time
GATHER FINANCIAL DATA
Gather and organize financial data and clearly illustrate your present financial position
ANALYZE AND EVALUATE
Review scenarios that are relevant to your goals in order to maximize wealth while assessing risk
CREATE YOUR STRATEGY
Illustrate various recommendations and work together to create a personalized plan
TAKE YOUR PLAN TO ACTION
Work with you and other advisors in implementing your plan
MONITOR AND ADJUST
As life changes, we stay with you and are available to monitor and adjust your plan accordingly
You are Our Priority
Your plan is unique. Our primary goal is to carefully listen to your needs and then recommend solutions based on our understanding of your objectives. Life is busy and we promise to respect your time and work efficiently, which we are well suited to do based on our breadth of experience.Contact Us
Optimize Your Retirement
No matter how far along you are in retirement planning or the amount of assets you have accumulated, we listen to your goals and provide advice and solutions to further your retirement objectives.Contact Us
ResourcesBelow you will find relevant content to help stay informed.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Commitment to Excellence
New York Life Insurance Company
New York Life Insurance and Annuity Corporation
New York Life is proud to be the preferred provider of AARP Life Insurance and Long-Term Care Options from New York Life. Using tools and products developed with AARP members in mind, I design solutions to help meet your needs and always work within your budget.
Secure your future with life insurance
New York Life offers a wide range of life insurance products that can suit almost any need and budget. I can help find the right product for you and your family. For AARP members, New York Life offers an expanded portfolio of AARP-endorsed products with simplified underwriting, that includes AARP Easy Acceptance Life, AARP Level Benefit Term Life, and AARP Permanent Life insurance from New York Life. Here are just a few examples of how life insurance can benefit you and your loved ones:
- Income replacement
- Mortgage protection
- College funding
- Retirement planning
- Estate planning and
- Medical and funeral expenses.
Protect your family and your legacy with long-term care planning
Many people spend their lives saving money and building assets that will help them support their lifestyle later in life. There are several options that can help protect your finances and your family—and give you added peace of mind about the future. It’s never too soon to protect what matters most. Let’s design a plan together using long-term care options!
Work with an Authorized to Offer Agent
I am committed to finding solutions with your best interest in mind. To be able to provide this quality of service, I became an Agent who is “Authorized to Offer.” This is a certification acquired by agents who have expressed a specific interest in helping AARP members.
To gain this status, I’m required to:
- Be an experienced agent who wants to help people age 50+
- Be in good standing with New York Life and in my community
- Come highly recommended by my immediate manager
- Participate in additional training on the needs of AARP members and the 50+ population
- Receive periodic evaluations by both AARP and New York Life and
- Commit to always put AARP members’ needsfirst.
I am proud to be an Authorized to Offer Agent and I am excited about the opportunity to help you.
To learn more about AARP, and the benefits of being a member, visit www.aarp.org.
The purpose of this material is solicitation of insurance. An insurance agent may contact you. The products offered under AARP Life Insurance and Long-Term Care Options from New York Life include individual and group life insurance products, individual annuity products and individual long-term care insurance products. Policy forms [ICC16-316-60P & ICC16-316-284R, ICC16-316-150P & ICC16-316-283R, 316-60P & 316-284R, 316-150P & 316-283R & ICC13314-60, 314-60, 898-60], and any state-specific, are issued by New York Life Insurance and Annuity Corporation, Newark, DE, a wholly owned subsidiary of New York Life Insurance Company. Policy forms [ICC18-LTCD PLCY (0218), ICC18-LTCDNC PLCY (0218), ICC18-LTCDNC-U PLCY (0218), ICC18-LTCD-U PLCY (0218), ICC18-LTCWP PLCY (0218), ICC18-LTCWPNC PLCY (0218), ICC18-LTCWPNC-U PLCY (0218), ICC18-LTCWP-U PLCY (0218), LTCD PLCY (0218), and LTCWP (0218), ICC14-LTC6, LTC6,], and any state-specific, are issued by New York Life Insurance Company, New York, NY. These products have exclusions or limitations. For costs and complete details of the coverage contact your agent or the insurance company. The products offered through AARP Long-Term Care Options are available to the public. AARP group life insurance products are available under the AARP Life Insurance Program and are underwritten by New York Life. AARP Membership is required for Program eligibility. Specific products, features and/or gifts not available in all states or countries. AARP has established the AARP Life Insurance Trust to hold group life insurance policies for the benefit of AARP members. Complete terms and conditions are set forth in the group policy issued by New York Life to the Trustee of the AARP Life Insurance Trust (Group Policy forms AA-08, AA-66, AA-67, AA-68, AA-74, AA-77, AA-78).
New York Life Insurance Company pays royalty fees to AARP for the use of its intellectual property. These fees are used for the general purposes of AARP. AARP and its affiliates are not insurers. AARP does not employ or endorse agents, producers or brokers.
None of the products are issued or provided by AARP or its affiliates.
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Stratford CT 06614