Dulce Chavez, Licensed Agent with New York Life

Dulce Chavez, Licensed Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions. CA Lic # 4251976

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2001 Butterfield Rd
Ste 800
Downers Grove, IL 60515
(630) 795-5000

Neither Orion Financial Strategists LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Orion Financial Strategists LLC is not owned or operated by New York Life Insurance Company or its affiliates.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3TV5jFD
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Knowing your rights, disputing errors, and keeping good records are just a few of the tips in this AARP article about ho...
07/31/2026

Knowing your rights, disputing errors, and keeping good records are just a few of the tips in this AARP article about how to keep medical debit from ruining your credit score.

Explore financial assistance programs, negotiate a lower bill or set up a payment plan

Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and pro...
07/30/2026

Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4vZRtiF
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial sec...
07/29/2026

Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial security.

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.
07/28/2026

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

Many Gen Xers worry they're behind on retirement savings. Learn why and discover practical ways to strengthen your financial future.

07/27/2026

Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to know about the additional options.

Address

2001 Butterfield Road Suite 800
Downers Grove, IL
60515

Telephone

+17087043779

Website

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