Welcome to my site!! I am a Financial Services Professional for NYLIFE Securities LLC and it's financial affiliates. We are here to help you create a financial planning process and to help grow your money. Simply said, I assist those in need of financial assistance.
As you explore the educational resources of my website, remember, your financial strategies are only as good as the knowledge and experience of those who help you implement and maintain them.
As with most other things in life, a 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, creating a business succession or successful business exit strategy. 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, and a Registered Representative of NYLIFE Securities LLC with the New Orleans General Office, 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.
I currently operate a financial practice focusing on retirement planning, business and personal estate planning and distribution as well as exit strategies for business owners and closely held corporations.
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.
You can review interesting calculators on my site.
Please feel free to contact us with any questions.
We have interesting videos for you to watch on my site.
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.