Carisse M. Gafni, Registered Representative with NYLife Securities LLC

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Reno, NV
Carisse M. Gafni, Registered Representative with NYLife Securities LLC

I am a Financial Services Professional offering products and services through NYLIFE Securities LLC I am acutely aware that change is a part of life.

I am a businesswoman who has been self-employed for 33 years, the last 22 in the financial and insurance industry. My passion is to educate my clients on financial and insurance strategies and assist them in accomplishing their goals with suitable and appropriate financial solutions. Job changes, marriages, divorce, the death of a spouse, retirement: these are all times when it is important to re-

assess financial goals and strategies. A widow myself, I know first hand how difficult it can be to move from sharing responsibility for financial decisions to having sole responsibility for those decisions. As a trusted advisor, I can help ease this transition. 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. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

5340 Kietzke Lane, Suite 200, Reno, NV 89511 775 325-2292

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. 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. I am not licensed in all jurisdictions. My California Insurance license number is OD 30744.

07/12/2024

If volatile markets have you feeling uneasy, it’s time to create or revisit a comprehensive financial plan that addresses a range of market conditions.
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07/10/2024

What will your family's legacy be? If charitable giving is important to you, consider the benefits of a structured giving vehicle to meet your goals.
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07/08/2024

It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your retirement goals. Connect today to get started.
https://bcove.video/3wAqd1h

07/05/2024

Keeping adult children in the loop about your money and finances is very important.
You never know what might happen, and it's good for them to know if you can't manage it all yourself. This informative article highlights 12 things you should — and shouldn’t — tell your adult kids about your finances.
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07/04/2024

Happy Fourth of July! Have a wonderful Independence Day!

07/01/2024

Retirees often overspend, risking financial strain. Establishing a budget is crucial to avoid running out of money in retirement, especially in the initial years. Learn effective strategies to rein in spending and secure a stable financial future in this informative AARP article.
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06/28/2024

Help protect your family’s future by starting conversations about estate planning with your adult children. Learn how regular, open dialogue about your values and wishes can help families avoid unnecessary stress.
https://bit.ly/4bnmPW7

06/26/2024

There are new changes to Social Security and Medicare for 2024. You’ve probably heard about the cost of living raise of 3.2%, but there is also a rise in the premium you pay for Medicare. There were also changes in Social Security tax thresholds and credits. Find out about these changes and more in this article from AARP.
https://bit.ly/3xqHY3U

06/24/2024

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

06/21/2024

Social Security benefits are a vital part of your retirement income. Know your options.
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06/19/2024

Take control of your future by ensuring you're on the right track to achieve your financial goals.
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07/31/2023

Happy Motivation Monday!

Address

5340 Kietzke Lane, Suite 200
Reno, NV
89511

Website

http://www.CarisseGafni.com/

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