Susan K. Reeves, ChFC®, CLTC (CA INS LIC # LD0766237)

As with most other things in life, a 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 Company agent, and a Registered Representative of NYLIFE Securities LLC, 21482 Montbury Dr.  Lake Forest, CA 92630-6551 (949) 837-2595, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

My professional affiliations include memberships in WIFS (Women in Financial Services) and NAIFA which helps me to stay current on important issues.  I am also a member of the alumni association of the American College.

Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting.  As things change, remember that I am here to help you navigate your own personal financial course.  Thank you for your interest and I look forward to working with you.


 

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