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Patti Sherwood
Patti Sherwood, LUTCF CLTC CLU

Financial Services Professional

 


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, in the San Antonio General Office, 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. '


 








Patti Sherwood 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  Arizona and Texas.



Patti Sherwood is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 8000 IH 10 West, Suite 800, San Antonio,Texas 78230, (210) 342-7878. In this regard, this communication is strictly intended for individuals residing in the states of Texas and Arizona. No offers may be made or accepted from any resident outside the specific states referenced.  


 Patti Sherwood is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

 
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