I approach planning with holistic view and consider tax diversification for efficiency (i.e. leaving more money in your pocket) as well as risk diversification.
With years of experience in filling various business leadership roles in the hi-tech industry and a proud father of three, I know very well how demanding life can be. I also know how extremely important it is to take a minute to think about the future.
As a New York Life agent, I am focused on helping individuals, families, and businesses protect and prepare for the future through efficient financial strategies.
As a licensed Agent of New York Life Insurance Company, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.
O: 8075 Leesburg Pike #400, Vienna, VA 22182
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.
8075 Leesburg Pike, Tysons, VA 22182, USA