Patrick Lukert, Agent With New York Life

03/14/2022

What’s a goal that you need to start working on?

03/10/2022

Client Spotlight: Andre Washington Jr.

Through our discussions Andre expressed an interest in getting a head start on planning for retirement. We were able to discuss his future goals and how we can help guide him on the right track to get there.

By starting his journey now Andre will be fully maximizing the benefits of his hard work today for a better life tomorrow.

It was a pleasure to work with you Andre!

03/02/2022

With the uncertainty of the Russia-Ukraine Crisis many people are unsure of what they should be doing with their money. Join many other New York Life clients who have taken advantage of this limited time rate.

02/28/2022

This is a great informative virtual seminar we are having this Wednesday March 2nd. I highly encourage anyone to attend who is interested in learning more about saving for retirement. Reach out to me if you have any questions!

Last day to register….. you don’t want to miss this Free Webinar.

VIRTUAL WEBINAR: UNDERSTANDING YOUR IRA OPPORTUNITIES

You are cordially invited to attend a complimentary informational presentation where you'll learn about the many benefits of saving more for retirement with an IRA, such as:
*Tax-deferred accumulation
*Possible tax deductions
*Tax-free income
*and so much more!

Date: March 2nd, 2022
Time: 7:00 PM
Location: Zoom
Register @ https://nylife.zoom.us/webinar/register/WN_ivFB8sb4SuK-JeEV1fo3pA

02/28/2022

Not sure whether to save for retirement or your child's education? What if you don't have to decide? Click here to learn how you can do both.

Learn to save for a child's college education while funding your retirement with these savings vehicles.

02/21/2022

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

02/14/2022

This show the ones you love just how much you care with a gift that goes beyond words. We're working with Life Happens to help you make smart life insurance decisions to protect the people you love most.

Getting life insurance is a simple act you can take today to ensure your loved ones are protected financially tomorrow.

02/10/2022

Client Spotlight: Karen Lukert Roy

Through our tailored solutions, I was able to assist Karen with her Long-term Care concerns and provide her with peace of mind about her future during retirement. Thank you for trusting me with your needs Karen!

02/08/2022

The more time you devote to a goal, the more success you will have. Need a little help getting started? Pencil me in for a call, and we can discuss ways you can help improve your financial future.

It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

02/02/2022

This article shares how you can create a path to financial freedom by learning and applying the power of compounding interest to keep you on track for financial success.

Investing in your future takes patience and discipline.