New York Life Agent

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. 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.

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. 

Joe Lau is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of California (CA Ins Lic # 0794944), Arizona and Colorado.

Joe Lau is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member
FINRA/SIPC, a Licensed Insurance Agency (Tucson General Office  One S. Church Avenue, Suite 1230Tucson, AZ  85701).   In this regard, this communication is strictly intended for individuals residing in the states of California, Arizona and Colorado.  No offers may be made or accepted from any resident outside the specific states referenced.

Joe Lau is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of CA, AZ and CO. As such, these services are strictly intended for individuals residing in the specific state(s) referenced.

Disability insurance is available through one or more carriers not affiliated with New York Life Insurance Company; dependent on carrier authorization and product availability in your state or locality.

Joe Lau is licensed to offer mutual funds and variable products. Market data is being provided for informational purposes only and is not intended as an offering of securities.