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Available Services

Life Insurance Planning

Your life and goals are unique — your insurance plan should be too. I help clients identify the right type of life insurance to fit their financial situation, from term to permanent policies. Together, we’ll create a protection strategy that provides lasting peace of mind for you and your loved ones.

Income Protection & Family Security

Life is unpredictable, but your family’s financial security shouldn’t be. I design income protection plans that ensure your loved ones are cared for, your obligations are met, and your legacy continues — even in the face of life’s uncertainties.

Retirement & Legacy Planning

Planning ahead means more than just saving — it’s about ensuring your wealth is preserved and your wishes are honored. I work with clients to integrate life insurance into their long-term financial and estate planning, helping them leave a legacy that supports their family for generations to come.

Brandon Patrick New York Life

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