Lisa Barcy, Financial Services Professional with Nylife Securities LLC

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Okemos, MI
Lisa Barcy, Financial Services Professional with Nylife Securities LLC

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Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions. AR ins lic #16944604.

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.

2127 University Park Drive, Suite 360, Okemos MI 48864, 517/282-6983

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.

10/30/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

10/28/2026

There is no single retirement income strategy that works for everyone. Building retirement income often involves balancing income stability, growth potential, flexibility, and long-term sustainability.

The right approach depends on your goals, needs, and priorities. If you'd like to explore which retirement income strategies may be most appropriate for your situation, let's schedule time to talk.

10/26/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

10/23/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

10/21/2026

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what to know about your options, from selling the property to buying out another heir.

Inheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.

10/19/2026

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more than one, according to a new NerdWallet survey.

10/16/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

10/14/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

10/12/2026

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

10/10/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

Address

2127 University Park Drive, Suite 360
Okemos, MI
48864

Telephone

+15172826983

Website

http://www.newyorklife.com/agent/ljbarcy

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