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It’s never to late to plan… but always too late to wait

New York Life: Lisa Toppin – As with most other things in life, the 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 agent, and a Registered Representative of NYLIFE Securities LLC Lisa Toppin, 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

September is national life insurance awareness month. During this time we focus on family, spouses and children. Here is a brief message to my clients and friends, alerting you to the personal financial facts that may impact you and your loved ones. Feel free to request the additional details.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.  Visit my website at www.lisamtoppin.com or www.linkedin.com/in/lisatopp

Finding Your Purpose and Fulfilling Your Dreams through Financial Freedom… Start Planning Now

New York Life
6100 Fairview Rd Suite 400
Charlotte, NC 28210
  • 704-371-8583
  • 704-919-0066

Registered Representative, NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Agent with New York Life Insurance Company

As needed, please consult your own tax, legal, or accounting professional before making any decisions; I do not provide tax, legal or accounting advice.

October 11,2013:  How often have you wished that you had paid more attention to advice that someone gave you in the past? It’s the same with keeping current with financial issues that might have long lasting effects on our lives. Here is an important financial topic that you may want some additional information on. Take a quick look … and then you decide if it’s time to get up-to-date on this topic.

Feel free to send me a message. It’s always good hearing from clients and friends.

Sincerely,

Lisa Toppin, Financial Services Professional

(510) 688-0139 – Direct

lmtoppin@ft.newyorklife.com