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Michael J. Reid, CLU, ChFC
Celebrating 35 years of service to my Clients!
Peoria Heights,
IL 61616-6484
Phone: 309-682-9383
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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.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC, 4617 N. Prospect Road, Suite 21, Peoria Heights, IL 61616. (309) 682-9383 I can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Michael J. Reid is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of Arizona,Florida, Illinois, Indiana,Iowa,Ohio,Texas,Wisconsin. No insurance business may be conducted outside these states referenced.
Michael J. Reid is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly
intended for individuals residing in the states of Illinois,Indiana,Iowa
and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.
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World of Opportunity
It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.
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Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.
Get Schooled on Saving for College
One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.
Surviving the Estate Tax with Survivorship Life
People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.
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November 20, 2008 @ 02:26 PM
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