I help people make smart decisions about their money, decisions that help them get what they want now as well as in the future.
I help people plan for three major events: If they live too long, they won't run out of money; If they die too soon, those dependent on them financially, will be taken care of the way they want; and if due to an accident or an illness, they are unable to work for an extended period of time, they won't become a financial burden on family and friends. Together, we'll begin with a thorough analysis of your present situation. I'll carefully listen to gain a thorough understanding of your financial goals, and then match products that will fit your needs.
As a licensed Insurance Broker I offer a variety of products from top rated companies that can help you meet a number of insurance and financial needs. I speciialize in helping clients clarify their current and future financial goals. Whether your financial goals include for preparing for milestone life events or solving for protection, accumulation and income needs, I'll help get you there.
Please contact me to help you fully analyze your needs and recommend appropriate solutions.
I have been providing financial solutions for my clients for over 20 years. I have obtained the professional designations of Charted Mutual Funds Counselor, Chartered Retirement Plans Counselor and the Chartered Financial Consultant. I am licensed to sell insurance in: New York, New Jersey and Connecticut.
As a financial services professional, I take great pleasure in finding appropriate solutions for your specific needs. And over time, we'll continue to work together to ensure you remain on the right path towards your financial goals.
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119-23 229th St, Cambria Heights, New York, New York 11411, United States
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Copyright © 2021 LC Jackson & Associates LLC - All Rights Reserved.
Registered Representative of and securities offered through Chelsea Financial Securities, Inc. Member of FINRA/SIPC.
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