I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC Registered Rep for NY Life Insurance offering life insurance, retiremnt planing, annuites and college savings plans.
I have been an Agent and Registered Rep with New York Life Insurance in Richmond, Virginia since 2006. Prior to that, I spent many years in sales and management in the wireless and telecom industry. My office can offer you a wide range of plans that will help you meet any number of insurance and financial needs, now and in the future. I am experienced and well trained in college funding, retirement plans and mutual funds, and managing the cost of extended personal care. My office has a special focus and expertise in pre-planning for lifetime income and IRA distribution strategies. I graduated from the University of Florida and moved to Northern Virginia where I met my wife. We live in Chesterfield, Va. and are raising two young daughters.
[12/17/18] Merry Christmas to all! Question: Do you think the change in tax deductions for charitable donations will change peoples behaviors in donating next year..?
Thank you to WOWMI for the stunning new look and professional headshot. What do you think?
Paul Winn, Financial Services Professional with NYLife Securities LLC's cover photo
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Our product can do for you! * Tax-free retirement * Protect your family * Protect your home * Critical illness * Living Benefits * Savings for college
Carlson Financial is a retirement planning and wealth management firm. Currently serving retirees and pre-retirees in Northeast Kansas, Richmond, VA, Virginia Beach, VA and Colorado Springs, CO. For more information, call 844-CARLSON (844-2275766)
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