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NLB Insurance and Retirement Planning

Founded 1992 • With Angi since August 2016

N/A
Health Insurance - Brokers
Counseling - General
Health Insurance - Agents & Companies
Insurance Agencies
Financial Planning

Description

I am an  Independent Licensed Life and Health Insurance Agent with over 24 years experience in the Insurance and Financial fields. I am also licensed to sell Mutual Funds and Variable Annuities. I have a Certificate in Financial Planning, I am a Registered Financial Consultant (RFC) and I am a member of the International Association of Registered Financial Consultants (IARFC) which holds its members to the highest of ethical standards. I have a Bachelor of Science Degree in Criminal Justice. 
 
 As an Independent Insurance agent my clients are my main concern. There is absolutely no fee for meeting with you to give an Insurance quote nor to provide you with an Investment product quote. I am compensated by the companies I represent to sell their products. Retirement Planning Services are provided by contractual agreement. Fees for the Retirement Planning are based on the complexity of the Retirement Plan. Each contract is based on the individual situation and fees are discussed before the contract is signed.
 
 At  NLB Insurance and Retirement Planning, I am dedicated to YOU and all your Planning needs....

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SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

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Services Offered

Medicare Advantage Plans, Medicare Part D plans. Medigap (Medicare Supplement Insurance Life Insurance Final Expense Insurance Cancer Insurance Accidental Death Insurance Business Planning using Life Insurance, Key Man Insurance, Business Succession Planning Dental and Vision Plans Health Insurance Variable Annuities and Mutual Funds (New York Only) Retirement Planning Estate Planning College Planning Debt and Budget Planning Mortgage Insurance Travel Insurance

Services Not Offered

Property and Casualty Insurance

General Information
Free Estimates
Yes
Eco-Friendly Accreditations
No
Payment Options
Check, PayPal
Senior Discount
No
Warranties
No