Steve Slate

 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,  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.  At New York Life, our mission is to help clients take advantage of 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 strategies to help adjust their roadmap when their needs change

 

Our services cover all areas of financial management, from retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill 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 our Web site often, as our content is constantly changing. For help with your financial management, or for more information on New York Life, please contact us today.

 

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!

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