The T/D Process

We are here to help our clients to protect and improve their lifestyle and the lifestyle of their loved ones. We employ a comprehensive planning process that will:

  1. Review your individual situation and personal objectives. Every family's financial situation is unique. That's why we make it a priority to form honest and open relationships with our clients. The more we know about you and understand your goals, the better equipped we are to help you to achieve both your short and long term objectives.  The first step in simple - Let's get to know each other.
  2. Analyze your needs. Once we mutually agree to how the relationship will move forward. We will work with you to identify and prioritize your objectives, and then help to establish benchmark goals.
  3. Develop and implement a strategy. Based on our conversations and quantitative analysis, we will recommend suitable plans that can help you to achieve your goals. After we have reviewed each recommendation with you thoroughly, we will implement a strategy that best fits your objectives and comfort level.
  4. Coordinate your financial activities. If you would like, we will also coordinate your insurance and financial activities with the other members of your team of financial, tax and legal advisors*.
  5. Monitor your progress. We will provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal, and we strive to maintain long-term relationships with our clients. Strategies need to be adjusted periodically as your life changes. We will be there for you to help keep your program on track.

*Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.


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