I am dedicated to providing excellent customer service. I work to develop strong relationships with my clients so that I can understand their goals and dreams. I then work with my clients to develop a strategy to help them reach their goals. This includes:
Planning for retirement
Developing an asset allocation & Human Capital strategy
Construction of your personal MAP
Establishing college savings
Long term care insurance
I use a wide range of products and services to help clients implement their strategies. Meeting periodically with clients, I track progress and make adjustments to the strategy as needed. I strive to become my client's trusted professional.
To execute a sound strategy, you can utilize the following products and services:
Personal retirement plans including Tradition IRAs and Roth IRAs
Business retirement plans including 401(k)s (pre-tax and Roth style), 403(b)s, SEP IRAs and SIMPLE IRAs
Education Savings Plan
Fixed* and Variable# Annuities
Long Term Care Insurance
Click or call to schedule you complimentary consultation today.
+Neither GOODYEAR Financial, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal or accounting professional prior to making any decisions.
# Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC).
*Issued by New York Life Insurance Company and New York Life Insurance and Annuity Corporation, a wholly owned subsidiary of New York Life.