Testimonials and Reviews

I began working with Wanda on retirement planning in 2021. Wanda was a wonderful partner from the beginning as she was a thoughtful listener in understanding what I was hoping to achieve for my retirement years. Over the years, we have built a solid foundation on what was best for my goals and moved to other options with the varying market conditions/life situations by adjusting my portfolio strategy due to her vast knowledge, NYL’s resources and always connecting to walk through any questions/concerns I may have. I continue to have great confidence in her up to date knowledge in building my retirement portfolio and for any client who needs a thoughtful financial professional.

I have worked with Wanda on formulating my savings, investing and retirement planning. Wanda has provided me very sound guidance on how to craft strategies pertaining to my TSP, Roth IRA, and savings accounts that has allowed me greater control over risk exposure in my accounts. Additionally, these strategies are giving me greater visibility on when I should begin receiving Social Security once I reach the appropriate age to begin receiving those benefits. Thank you so much for your advice and I look forward to our continued work on these strategies. Thanks so much Wanda!

^{The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.}