Our promise? To work with you to build a strong financial future.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.
We’re a lot like the clients we serve. Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For nearly 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.
A great referral for me is someone who wants to strategically plan for retirement and save on taxes and keeping more of their hard-earned money. If you have heard a friend or a client express fears about out living their money, that is a great referral for me!
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
Being the largest and highest rated mutual company in the country, New York Life is able to offer security and products that set us apart from other institutions.
Business owners - we have a unique program designed to help with employee attraction, retention and promotion which is virutally of no cost to you as a business owner.
Long Term Care Insurance - Talk to me today about how to put a plan in place today.