My Services

I am dedicated to providing excellent customer service.  I work to develop strong relationships with my clients so that I can understand their goals and dreams.  I then work with my clients to develop a strategy to help them reach their goals.  This includes:

  • Planning for retirement

  • Developing an asset allocation & Human Capital strategy

  • Construction of your personal MAP

  • Establishing college savings

  • Life Insurance

  • Long term care insurance

I use a wide range of products and services to help clients implement their strategies.  Meeting periodically with clients, I track progress and make adjustments to the strategy as needed.  I strive to become my client's trusted professional.

To execute a sound strategy, you can utilize the following products and services:

  • Personal retirement plans including Tradition IRAs and Roth IRAs

  • Business retirement plans including 401(k)s (pre-tax and Roth style), 403(b)s, SEP IRAs and SIMPLE IRAs

  • Education Savings Plan

  • Retirement Strategies

  • Tax-Advantaged Investing

  • Mutual funds#

  • Life insurance

  • Fixed* and Variable# Annuities

  • Long Term Care Insurance

Click or call to schedule you complimentary consultation today.

+Neither GOODYEAR Financial, nor its agents, provides tax, legal or accounting advice.  Please consult your own tax, legal or accounting professional prior to making any decisions.

Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC).

*Issued by New York Life Insurance Company and New York Life Insurance and Annuity Corporation, a wholly owned subsidiary of New York Life.