Planning Process

  1. Review your current situation relating to your own personal goals and objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the better job we can do of helping you. As a result, we may take some time to discuss your hopes, wishes and dreams — the things that really matter to you.

  2. Analyze and review your needs. 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.

  3. Develop and implement a strategy to help you achieve your goals. Based on our conversations and analysis, we may recommend financial products that can help you achieve those goals.

  4. Coordinate your financial activities. We can also coordinate your financial and insurance activities with the other members of your team of financial, tax and legal advisors.

  5. Monitor progress and provide ongoing service as your needs and situation change over time. Strategies need to be reevaluated and adjusted periodically as your life changes. We will work with you over the years to help keep your plan on track with your changing needs.

Disclosure

Jeff Ransenberg 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 states of AZ, CA (CA Insurance License #OC44225), CO, CT, FL, ID, IL, MA, ME, NJ, NV, OR, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jeff Ransenberg is licensed and authorized to offer insurance in California, but RANSENBERG FINANCIAL & INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

Jeff Ransenberg is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2815 Townsgate Rd Ste 145, Westlake Village, CA, 91361, 805-230-9915. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, IL, ME, NV, OR, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Jeff Ransenberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, CT, FL, IL, ME, NV, and OR. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

RANSENBERG FINANCIAL & INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither RANSENBERG FINANCIAL & INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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