Agent, New York Life Insurance Company and Registered Representative for NYLIFE Securities- CA Insurance License #0688575

As with most other things in life, the 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. 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, 2999 Douglas Blvd., Ste 350, Roseville, CA 95661 (916)774-6200, 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.


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.

Alaska, Arizona, California, Florida, Georgia, Idaho, Nevada, New York, North Carolina, Oregon, Texas, and Washington.

Tom is a Registered Representative of and offers securities products & services through NYLIFE Securities, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Florida, Georgia, Idaho, Nevada, New York, North Carolina, Oregon, Texas, and Washington. No offers may be made or accepted from any resident outside the specific state referenced.
Tom is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser,offering advisory services in the state of California . As such, these services are strictly intended for individuals residing in California.

Calculators

Newsletters

  • Looking Back, Looking Ahead

    See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

Subscribe to our Newsletter