Statesboro, Georgia

YOUNG FAMILIES: There's nothing more exciting than new beginnings. That is, of course, if you know where you're going. So now that you have a family of your own, it's important to think about all your goals and objectives for the future, and to make sure you have a plan in place to start you on your way. Want to buy a new home, send your kids to college, or just make sure all their day-to-day needs will be met? Congratulations: You're off to a great start.

PRE-RETIREES: Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.

RETIREMENT: Retirement isn't an end, it's a beginning: the beginning of waking on your own, traveling impulsively, and spending significant time with your significant other. It's also time to start preparing for the future. After all, you've still got an entire lifetime ahead - one in which day-to-day demands are replaced by unlimited possibilities and infinite choices. It's all on you now, and on the resources you put in place. So now that you're retired, it's time to get to work.

Today's investment climate offers many opportunities. As a New York Life Agent, my mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap for achieving those goals
  3. Ongoing recommendations to help adjust their roadmap when their needs change

My services cover many areas of financial strategies, from retirement solutions to risk management and estate conservation. I focus in helping our clients develop a holistic, cohesive financial strategy that fits their unique needs and helps them to meet both short and long-term objectives. On my Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. My website offers educational articles that outline financial concepts and highlight products designed to help fill in the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit my Web site often, as the content is constantly changing. For help with your financial strategies, or for more information on New York Life,  please contact me today.

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