As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.


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 (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.
 

Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Current Retirement Savings

    Are my current retirement savings sufficient?