It can be intimidating meeting with a new person and sharing the intimate details of your financial life, your retirement dreams, and your investment fears. But there’s no time like the present to take the first step toward a brighter financial future.
In an industry that can seem confusing and full of jargon, our goal is to use understandable concepts and everyday language to simplify the complex. From the moment you walk into our office, we want you to feel comfortable and at ease as if you’re meeting with an old friend.
We strive to make it easy to start the process. With every new client, we begin with a no-obligation consultation. During our meeting, we’ll take the time to get to know each other and determine how we can assist you in articulating and prioritizing your financial goals and dreams.
To receive your complimentary consultation, call our office at 916-781-7493 or email bkjohnson@ft.newyorklife.com.