You and your family are unique—with dreams, aspirations, and concerns for your future. At New York Life, we take every person’s story seriously, and our financial professionals are experts at listening to you so we can best serve your needs.
New York Life financial professionals serve as partners and guides, providing support and insights to help you meet your financial goals. We know that planning for the future can feel overwhelming, which is why we will always explain your options, answer all your questions, and make sure you are 100% comfortable with every decision you make.
Feel free to ask lots of questions (don’t worry, we don’t mind) and be prepared to answer a few yourself. The better we understand each other, the easier it will be to create a strategy for you.
Our experienced financial professionals are excited to meet you and learn about your financial goals and aspirations.
Your family isn’t like any other—so you need customized options. Our financial professionals will tailor solutions specific to your needs.
Your financial professional will always be there for you—providing valuable support as you navigate your future.
Your job is really to be there for someone and their family and help them work through their fears, and their excitement, and their challenges, and their goals.
– Lizzie Dipp Metzger
New York Life financial professional
When you connect with a New York Life financial professional, it’s important to have a clear picture of your current and future finances. Take a moment to gather your financial information, consider your long-term goals, compose a list of questions, and read up on any topics that might be important to your situation.
Here are some tips to help you prepare for your call:
The more you can share during your conversation, the better. Can you provide details about anything on this list?
Take stock of your aspirations and how they might change in the next 5 to 10 years. Are you working toward any of these goals?
Communication is a two-way street, and our financial professionals are more than ready to answer any questions you might have. Writing down a set of questions for your conversation ensures you won’t walk away from your discussion without tackling an issue that is important to you or your family.
New York Life strives to provide clear, helpful information about protection solutions, retirement planning, wealth accumulation, and more. We have articles, tools, and expert insight available to prepare you for your upcoming conversation. Simply select any topic in the list below to dive deeper.
Looking for information on a specific topic? Explore below.