As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal to fund your children's college education, your family during your working years, or guarantee your retirement security. These things won't happen by accident. That is why it is 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 LLC, 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.
My Mission Statement:
To provide service and guidance through financial services and insurance planning while fostering peace of mind and financial security to all my clients. To earn trust and respect from those I serve by acting with great integrity and honesty. To serve and give back to my community in gratitude.
My Promise:
I promise to provide quality and prompt service and to keep myself educated to better serve those I represent.
Annie J. Castro,
Financial Services Professional
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