Bhuvana V. Iyer, CLTC

A key to achieving your long-term financial objectives is a strategy. Your goal may be to fund your children's college education, to protect your family during your working years from the uncertainties, guarantee your own retirement security or provide your employees the suitable benefits and plan for extended health care in retirement. These things won't just happen automatically. It is important to prepare. You need to know what you want to achieve and then map out a strategy that will help you achieve it.

Strategizing your financial future can be tough but the good news is that you don't have to do it alone. I can help you identify your financial goals and objectives, prioritize them, and to take action to achieve them.

I focus in the following areas:

•  Executive and Business Planning
•  Life, Health, Disability Insurance Planning¹
•  Group Benefits Planning
•  Long Term Care Insurance
•  Retirement and Educational Planning
•  Estate Planning

Please use my web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. 

 

¹Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.