Prestige Financial and Insurance Services, Inc.

When was the last time you were thinking to yourself: " How do I accomplish my next Financial Objective & Goal?", " I need to start saving for my child...", " I need to Rollover my old 401(k)..." Let's talk about it. call me: (424)288-0559 or email me: [email protected]

This year may feel different than most, but protecting your loved ones and obtaining financial security is a lifelong need. DM me to learn how we can work together to help you reach your goals, no matter whator whenthey may be.

They may be taking their first steps, but before you know it, they'll be off to college. Learn how having whole life insurance now can give you the added benefit of growing its cash value for when you need it later on.

Free swag and tech tools, flexibility and empathy. Managing a work-from-home workforce may be easier and more affordable than you thought.

Just because you’re retired doesn’t mean you’ve stopped preparing for the future. Building an estate plan is a great way to leave a legacy for future generations. If you have questions about estate planning or building a legacy, reach out to us and we can help you get started.

How do you intend to spend your next chapter? Have you even started planning for it? I’m here to help no matter what stage of retirement planning you’re in. Learn how to start saving for retirement today:

It’s difficult to know how to prepare and save for the future. It all starts with your goals. I can help you develop a financial strategy that meets your needs. So, what are you waiting for? Let’s talk about your future!

Retirement might seem far away, but can you picture what it looks like? What’s your ideal lifestyle? By getting started today, we can work together to help you reach your long-term goals.

In retirement, your assets can come from a variety of sources. At New York Life, we have over 175 years of experience in helping people like you manage your assets so that you can live your retirement life to the fullest. Reach out today, and I can help you prepare for tomorrow.

Debt is a major stressor for families and marriages. It can affect you, your partner, and your children. For simple tips on how important it is to reduce your debt, click here.

In times like these, a little extra help can go a long way. Learn about New York Life's 166-year legacy of providing dividends to participating whole life policy owners, and some of the ways you can make the most of the added benefit.

The Brave of Heart Fund helps families of healthcare workers who died fighting #COVID19. Contact me to find out more about the fund.

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Give me a call to learn how a cost-effective, portfolio approach can help provide protection on your terms.

Marriage can be a beautiful start to the rest of your journey together. But before you say "I do", take some time to discuss your financial goals, challenges, and plans with your partner. These tips can help you get started.

With an enhanced demand on schooling, healthcare, and changes to everyday work and life, the Sandwich Generation is facing numerous pressures due to #COVID19. Read some of the latest insights from our research here.

Healthcare facilities and the people who work there are critical in the fight against COVID-19. The Brave of Heart Fund can help provide financial support to the families of healthcare workers who die in the fight against #COVID19. Contact me to learn more about the fund.

Life can change pretty fast. Shouldn't your life insurance protection be able to keep up? Give me a call to discuss how we can put together cost-effective, customized protection for your family.

New York Life Chairman and CEO Ted Mathas recently appeared on Yahoo Finance to discuss the company’s response to #COVID19 and the economic uncertainty of 2020. He highlighted how the combination of New York Life’s 175-year track record of successfully navigating challenging times and commitment to preparedness allows the company to be confident in its ability to remain well-positioned. He also emphasized the importance of remaining agile and humble. Watch the full broadcast here.

Your career has evolved, and your financial solutions should as well. As a New York Life financial professional, I have the resources and experience of a Fortune 100 company at my disposal to help you create a strategy that succeeds both now and in the future.

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

Balance. Yin & Yang. Harmony. Whatever you call it, it’s necessary for a good life. The same goes for your finances. You can protect your family today while saving for your future. If you need financial balance, let’s talk.

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life insurance can give you guaranteed, tax-free growth through your policy’s cash value and tax-free income as your needs change. https://bcove.video/3hNaWOd

We are pleased to announce that due to the high demand, we are happy to present a reply of the popular Webinar by CPA Ed Slott: Cut your taxes, now and into the future! Ed Slott, named best source for IRA advice, joined us to share how you can cut taxes, and lessen (or eliminate) two key barriers to your retirement dreams: Debt and Risk. To learn more about Ed Slott, watch our video here: https://players.brightcove.net//default_default/index.html There will be 3 last showin...g on 10/20/2020-10/22/2020 for you to choose from. RSVP link: https://nylife.zoom.us/w/register/WN_SzwsWbSnTMCba1F1W_YSCg See more

Being debt-free helps brings dreams to life. But where do you start? Easy. Let’s start by having a conversation. With the help of New York Life’s tools and resources, I can help you build a strategy that can help you achieve and maintain a debt-free life.

Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax-free growth of assets through a life insurance policy’s cash value and tax-free income when you need it most.

These 12 steps can help you tackle your debt.

Startup success is possible. Especially if you follow these five tips.