Brian Barrett, Financial Services Professional with Nylife Securities LLC

Kicking the new year off right. Here's an update to my website and some resources on financial strategy and protection. Would love to hear your thoughts or suggestions. newyorklife.com/agent/bmbarrett02 #preparenow #strategy #financegoals #retirementplanning

Stay safe Napa friends!

Everything changes in spring. The temperatures rise. The flowers bloom. Even our wardrobe changes. How about your life insuranceis this the year to convert to a long-term solution?

Don't miss these extra deductions.

Despite the numerous challenges of this past year, the strength of New York Life continues to endure. Click here to read our latest financial results from 2020.

Do you have enough coverage with your employee life insurance? Learn how supplemental employee life insurance can help. #HelpProtectOurFamilies

Interested in building your network and developing professional skills? Join us tomorrow at 9am and say Hi to a a group of supportive peers who want to help you grow!! Here's the link: https://us02web.zoom.us/j/85957783699

UPDATE: I've adopted the use of Calendly to better help YOU schedule appointment times and calls with me. You can find my calendar link here: https://calendly.com//phone-appointment-financial-insuranc... This link is for new clients to reserve a time to ask questions and receive help on a financial or insurance inquiry. I would love to hear your feedback and if this is helpful! Thanks! Brian

Setting financial goals is important but it can be intimidating, especially when you’re thinking about things like college and retirement. I can help you set a budget, save and prepare for your financial future. It all starts with a conversation. Reach out to me, and we’ll talk about your goals.

Preparing for the future can make a difference in the lives of those around you. Read why everyone should have a will, trust, or estate and some tips to get started. If you need any help, feel free to reach out.

It might seem silly but I really do appreciate the support many of you have given me by following this page. Just crossed 200. Thank you all!

If you're looking for something fun to do this weekend, check this out! Meal orders are stopping tomorrow at Noon. Very excited to be volunteering for this event as all proceeds go back to underserved youth right here in Sonoma County.

When it comes to the election, one of the best things investors can do for their portfolio is to leave politics out of it. Learn why when it comes to the historical performance of markets, the political party in charge makes little to no difference.

New York Life has helped our customers protect their families for over 175 years. I can help you by developing a strategy that meets your goals for your family. Let’s talk about your future today!

Getting the personal guidance you need to help secure your financial future is just a click away. Schedule a phone call or virtual meeting with me today, and let’s start planning your best tomorrow, today.

Thought this was a great article from NorthBay biz magazine. Sonu and his family does a ton for our community and has been a big supporter for Active 20-30 US & Canada, a group that many of you know I'm involved in to help underprivileged kids in Sonoma County. It takes a village! Thank you Chandi Hospitality Group!

Life is full of changes, and your strategy may have to change with it. Let’s connect to review your strategy and make sure that you are still on track to reach your goals. There’s no better time than the present to engage (virtually) with New York Life.

Had an absolute blast having Andy, the brewmaster for Seismic Brewing Company and YPN Oktoberfest with Seismic Brewing. The beers were killer!

As financial professional for New York Life, I’ve helped many parents with life insurance. If you want to protect your family’s future, but don’t know where to start, I can help. Reach out to me and we’ll develop a strategy that meets your needs now and into the future.

Some interesting points to take into consideration with taxes, the election, and how it could affect your investments.