Earmark Legacy Partners

This is a tax break that could benefit all of us.

Preparing for retirement should be on everyone's priority list. Whatever track you're on, I can help you ensure your strategy is diversified and solid enough to get you where you want to go. Reach out if you want to talk.

I'm proud to work at a supportive company. The expansion of New York Life's bereavement policy is just another reason why this is a caring place to work.

Happy Easter! #buffalove #earmarkyourlegacy #lifeinsurance #disabiltyinsurance #wealthmanagement #financialadvisor #financialplanning #longtermcare #brokerageservices #managedmoney #executivebenefits #repost

Deciding when and how to claim Social Security benefits is one of the most important decisions for retirees. Read this article to learn more about your options and then let's talk.

Your family needs you now more than ever. Watch this video to see how our Million Plus Level Term Life Insurance makes it easy to give your family a substantial amount of protection when they need it most. As always, let me know if you'd like to talk. https://bcove.video/3vw7P4x

Being debt-free helps brings dreams to life. But where do you start? Easy. Let’s start by having a conversation. With the help of New York Life’s tools and resources, I can help you build a strategy that can help you achieve and maintain a debt-free life.

Your future is always on the horizon and will be here sooner than you expect. So when do you need to start preparing for it and where do you start? Check out this article to learn more:

The new year is the perfect time for a fresh start. Kickstart 2021 with a new job that offers full training, career-long support, and the freedom to grow your own business. Reach out and I'll connect you with someone to help you get started. #HappyNewYear #earmarkyourlegacy #lifeinsurance #disabiltyinsurance #wealthmanagement #financialadvisor #financialplanning #longtermcare #brokerageservices #managedmoney #executivebenefits

The Sandwich Generation has spent thousands of dollars in total care for their dependents over timeand #COVID19 is intensifying this budget crunch. Read about some of our latest insights into these economic trends.

Many of us deal with debt at some point in our lives. Holding a lot of debt can be stressful, which is why becoming or remaining debt-free is an important goal. As a financial professional with New York Life, I have all the tools necessary to help you reach your long-term goals.

Taxes don’t go away during retirement. At New York Life, we have a number of solutions to help you get the most out of your retirement income. Let’s work together to make your retirement income work harder for you. https://bcove.video/3hNaWOd