Financial Planning and Services
Funding retirement? Caring for aging parents? Dealing with the death of a family member?
At York Life, we believe in helping people like you, families like yours, and businesses of all kinds. Since 1845, we’ve been doing just that – making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence.
As a New York Life Agent and CPA with over 20 years of career in finance, I work with you to create a strategy that’s based on your individual needs and objectives.
My practice has a simple philosophy: to work WITH and FOR my clients as they find ways to protect themselves, their loved ones, and their dreams. Those protections generally fall into several categories capital [human and real], tax [now or later], inflation [deflation or both], lifestyle [comfort of mind], and legacy [the wonder of you!] We are in wonderful times and there is a plethora of varied and versatile financial tools available.
My commitment is to learn what is on your mind and in your heart – because your goals are what should determine which tools are best for YOU and YOUR dreams.
The financial world is overwhelming and confusing for most people. I get it. I am passionate about making this complex world simple so families and businesses can enjoy who and what they love while knowing they are all well protected against any of the unplanned circumstances that can hit us.