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As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, pay for a wedding, guarantee your own retirement security, leave a legacy or ensure your dignity of life should you become unable to care for yourself. These things won’t happen by accident, and, as you know, hope is not a plan. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. Do remember, if you are not planning for your own future, no one is. The good news is that it’s never too late to start.
Starting with the basic building block of insurance in Roseville, CA, for instance, you can provide protection and security for your loved ones in case of your premature passing. Permanent life insurance in Roseville, CA can also be used as a source of tax-free income in retirement, after your death benefit needs have decreased. Disability income insurance2in Roseville, CA may also be an important consideration for you and your family. In addition to life insurance in Roseville, CA, you might want to consider investments such as a traditional IRA and/or a Roth IRA, Variable Annuities1or Lifetime Income Annuities3 to round out your retirement or legacy portfolio. I also offer Long-Term Care Insurance.
1 Securities offered through NYLIFE Securities LLC.
2Products available through other carriers not affiliated with New York Life.
3Issued by New York Life Insurance and Annuity Corporation.
David A. Williamson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.
David A. Williamson is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.