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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, or guarantee your own retirement security. These things won’t happen by accident. 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. The good news is that it’s never too late to start.
Louis Ventura is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state CA and NV. (CA Ins. Lic. # LD0618897) No insurance business may be conducted outside these states referenced.
Louis Ventura 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 California. No offers may be made or accepted from any resident outside the specific state referenced.
Louis Ventura is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CA. As such, these services are strictly intended for individuals residing in CA.
Neither Louis Ventura Insurance and FInancial Services, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation. Louis Ventura Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
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Louis Ventura 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.