New York Life

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3716 Lakeside Dr. #200
Reno, California 89509

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Personal Objectives

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

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New York Life
3716 Lakeside Dr. #200 Reno, NV 89509
Phone: 775-673-4456
Through NYLIFE Securities, Dale and Ro are able to provide a wide array of services, including mutual funds, asset allocated stocks and bonds.