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New York Life

  • Financial Services
191 Sand Creek Rd
200
Brentwood, California 94513
(925) 809-7071
  • About

    We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I also have an advanced planning group that specializes in helping business owners. Business planning resources include topics such as Executive Bonus Arrangements, Cross Purchase Buy-Sell Agreements, SLIRPs, Split Dollar, Key Person Life Insurance, and Employee Whole Life.

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