Your Registered Representative & Insurance Agent alpesh s. patel

Address

1110 montlimar drive
suite 1010
mobile, alabama 36609

Phone

Text: 251-299-9400

Email aspatel@ft.newyorklife.com

My approach

Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.

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Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

23 years licensed insurance professional

Protect your family – now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy.

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Here's how I can help.

Protection Solutions

Life Insurance can help protect your family by replacing lost income and providing a financial safety net if you or your spouse dies. Long-term care insurance can help pay for care and protect your lifestyle in the event of an unexpected health event.

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Retirement Income

Whether you want to travel the world, spend time with the grandkids, or just make sure all your day-to-day expenses are covered, a steady, dependable source of income can provide valuable peace of mind.

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Investing for the future

You may invest as part of preparing for retirement, but your investments can also help you achieve other financial goals like paying for college, buying a business, or purchasing a home.

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Customized Financial Guidance

The Nautilus Group®

Advanced planning for premier clients

As a member of The Nautilus Group® I have exclusive access to an elite team of experts who have backgrounds in legal, tax, accounting, business succession, and charitable planning areas - who provide superior consultative services and customized analyses for high net worth clients and business owners. You will receive sophisticated planning strategies and a unique approach that is only available from The Nautilus Group.

Learn about The Nautilus Group

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We believe Love Takes Action™

Through services ranging from life insurance to financial strategy, weʼve helped millions turn their love for their families into policies that help protect them. We personally serve each client by providing guidance and support through lifeʼs biggest moments.

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Life is a journey. We're here to help you along the way.

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Planning for retirement.

How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a strategy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.

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Getting married.

Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.

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Growing your family.

With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.

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ALPESH S. PATEL

AR Insurance License #7406661

CA Insurance License #0E94935

Not licensed to sell in all jurisdictions.

I am a member of The Nautilus Group, a service of New York Life Insurance Company and a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing agents. The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members’ clients, they provide strategies for consideration by the client’s own legal, tax and other professional advisors. Clients should consult their own advisors for specific tax, legal and accounting advice.

ALPESH S. PATEL Agent of New York Life Insurance Company, Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.

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