New York Life Agent Matthew Burns, CLTC, serving the Insurance and Financial needs of the Greater Houston Area.

Helping you build, protect and preserve your wealth.

Sometimes the biggest price in the world is doing nothing. A lot of people do nothing wrong; they just do nothing. And that, my friend, is what's wrong. I offer complimentary and no obligation home consultations in the Greater Houston area because I love what I do. Don't miss this opportunity. Contact me today!

Now, could I request a favor?

Just a small one. Won't take but a second or two.

There we are.

Thank you!

Take a moment, and think about your financial goals in life. What do you want to have happen a year, five years, ten years from today?

Your goal may be to fund your children’s college education, protect your family during your working years, guarantee your own retirement security, or a great many other things. Any of those above sound familiar to you?

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. The quote that follows is from the last paragraph of "Stopping By Woods on a Snowy Evening" and in my professional opinion, sums up New York Life very well.

"The woods are lovely, dark and deep.
But I have promises to keep,
And miles to go before I sleep,
And miles to go before I sleep."

-Robert Frost

We make promises to you, and have kept them for 165 years and counting. Of course, planning the roadmap to your financial future can be intimidating.  Luckily, you don't have to do it alone.

As a New York Life insurance agent of the Houston 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.

I can offer you many services including personal planning for:

  • Life Insurance
  • Estate Planning
  • Fixed and Variable Annuities**
  • IRAs, 401(k), SEP & Roth Accounts Funding
  • Employee Benefits
  • Long Term Care Planning
  • Retirement Planning
  • Health Insurance Planning

 

 

 

 

Business Planning or:

  • Buy-Sell Funding            
  • Deferred Compensation
  • Executive Bonus
  • Key Person Protection
  • Voluntary Payroll Deduction Programs
  • Qualified Plan Funding for SEPs, Keoghs, 401(k)s
  • Pensions
  • Group Health Insurance Planning

 

 

 

 

Please use my web site as a resource, and feel free to contact me for additional information on anything from Houston Life Insurance to Retirement Planning, or even to set up a meeting. I will be more than happy to discuss these things with you.

Your world can change in an instant and I want to help make sure you and your family are safe when that happens. What will your legacy be?

Let's figure that out together. I will always find a time to introduce myself to you and thanks again for your interest. Looking forward to hearing from you!

-Matthew Burns, CLTC
 

**Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation).

Matthew Burns is a licensed agent of New York Life Insurance Company and a Registered Representative of NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency located at 1330 Post Oak Blvd, Houston TX, 77056.

Matthew Burns 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 state of Texas. No insurance business may be conducted outside Texas.

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