My Services and Your Financial Future

 

Statement of Purpose

Louis Ventura aspires to do some good in the world and make a difference in the lives of families. He is determined to help leave families more financially secure than they were before he found them because of the work he does for them.

 

My Services and Your Financial Future

Louis Ventura holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU® designations. Louis has been an agent with New York Life since 1982. He is a member of the Million Dollar Round Table since 1993, Consistent New York Life Council Member (awarded for outstanding sales achievements), Life Member of the Councils, and a Senior NYLIC.

Louis serves both families and businesses in the Los Angeles and Orange County areas.

Louis is here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.  

You know how some people forget or neglect to save for opportunities, emergencies and retirement? Louis helps you with that.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Louis Ventura will work with you to:
  1. Review your personal situation and individual objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more I can help you. As a result, I may take some time to discuss your hopes, dreams and objectives — the things that really matter to you.

  2. Analyze and review your needs. As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

  3. Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I can recommend some insurance and financial products that can help you achieve your financial goals.

  4. Coordinate your financial activities. If you would like, I can also coordinate your insurance and financial activities for you with the other members of your team of tax and legal advisors.

  5. Monitor progress; provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. I will work with you over the years to help keep your program on track with your changing needs.

 

 

Call me at 562 942 2600 or email louisventura@ft.newyorklife.com 
with any questions or to arrange a convenient time to get together.
 
 

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