About

Take a moment and imagine yourself in retirement, how does it look? At New York Life we make sure that whatever those visions may be, they become a reality for individuals, families, and small business owners. As the New York Life agent in Chatham County, I design solutions based on your individual needs to create or fill the gaps in your retirement income strategies, protection of your assets, and legacy all which utilize a tax advantaged1 strategy focused on allowing you to keep more of what you earn. Most actions simply involve moving your current assets to the correctly allocated accounts. Furthermore, in partnership with the New York Life Foundation, I am proud to offer bereavement training for local schools and non-profit organizations who work with children to aid in the grieving process for those who have lost loved ones, friends, or other significant persons in their lives. At New York Life we understand that life happens and after the loss of a family member, there is a need for not only financial support to pay the mortgage, debts, final expenses, and the loss of income but emotional support as well allowing for life to continue as close to normal as possible. My goal is to ensure that everyone in Chatham County has the access to and the knowledge of the benefits of sound opportunities focusing on tax advantaged1 strategies. As a registered representative of a premier financial company with the highest ratings possible from the four major rating agencies2 and 175 years of experience serving policy holders, rest assured you can benefit from the portfolio of products, financial strength, and a history of providing value that New York Life provides. Ultimately, you will have the attention of a local person who will meet with you face to face or virtually, listen to your needs and goals to then develop a plan providing specific solutions for you. Contact me today to get the conversation started. ¹Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. ²New York Life has received the highest financial strength ratings currently awarded to any U.S.life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 10/15/2020