at 3200 Southwest Freeway, Suite 1900, Houston, 77027 United States
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.
I am an Agent licensed to sell insurance through New York Life Insurance Company. and may be licensed with various other independent unaffiliated insurance companies in the states of (TX). No insurance business may be conducted outside this/these state(s) referenced. My insurance license #1834947 Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, (New York Life Insurance Company, 3200 Southwest Frwy. Suite 1900, Houston, TX 77027). In this regard, this communication is strictly intended for individuals residing in the state of TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
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According to LIMRA, 50% of households say they need more life insurance. Does yours? Let’s make sure your coverage matches your needs!
"Children are the living messages we send to a time we will not see." ~John W. Whitehead
In 2015, I plan to tell each parent and grandparent about the gift of life insurance—it’s a gift that keeps on giving.
Your health, your wealth—Both deserve a yearly checkup. Contact me to schedule your annual financial review.
Life insurance may not be as cool as an Xbox, but its value will be appreciated well into the future.
Have you changed jobs recently? Did you remember to transfer your retirement assets from your last employer too? I can help with any rollover solutions you may need.
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." ~Robert Kiyosaki
"Tell me and I forget. Teach me and I remember. Involve me and I learn." ~ Benjamin Franklin
When you change jobs, don’t leave your money behind. Let’s talk about how you can convert assets from a 401(k) with a previous employer into guaranteed retirement income today.