Business Description:
I am a Financial Professional with New York Life. I help individuals families and business owners protect their income and assets save on taxes and plan for retirement and college savings for their kids
I wanted to reach out to this group to share that I offer complimentary no obligation meetings for anyone here who would like to review their current situation make sure they are on the right track and learn about options they may not be aware of
I am also always grateful for referrals. If you know someone who could benefit from a conversation around protecting their family planning for the future or improving their financial strategy I would truly appreciate an introduction
My goal is to educate connect and build long term relationships while being a trusted resource for you and the people you care about
Please feel free to message me directly to set up a time to meet or to introduce me to someone who may benefit