As with most other things in life, the key to achieving your long-term financial objectives is preparation. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee¹ 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, preparing for 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 Boston General Office, specializing in life insurance, college funding, retirement planning and guaranteed¹ lifetime income for businesses, families and individuals, I will help you identify your financial needs and then determine which insurance and financial products will best help you achieve your goals and objectives.
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.
¹Guarantee is backed by the claims paying ability of the issuer.
Sincerely,
Robert S. Gladstein
Financial Services Professional*