Louis A. Medina, CLTC
As a New York Life Agent, I don't believe in a "one-size-fits-all" approach. Instead, I'll work with you to create a strategy that's based on your individual needs and objectives.
Watch my introduction video to get started?
Let's talk: That's how it all begins—with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for us both.
Be open and honest: I'll try my best to anticipate your needs, but will never assume anything. That's why it's so important to be as candid as possible when discussing your goals.
Ask lots of questions: Go ahead, I don't mind. In fact, I love to answer questions and want to make sure that you fully understand every recommendation I make.
You make the decisions: While this is very much a team approach, there's never any doubt who's in charge. I'll analyze your needs, review your coverage, and supply all the information—but every decision is completely up to you.
Louis A Medina
Financial Services Professional
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.