Theresa A. Cavalier- Personal, Estate, and Business Planning

UPDATE: The link to the New York Life 2008 annual report to policyholders under ABOUT NEW YORK LIFE,  “Built For Times Like These” tells the story of a company built and maintained for its policyholders; an institution with time-proven strategies that have helped New York Life not only weather economic “storms” through its long history but also emerge safe, strong and secure.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC Boston General Office. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use my Web site as a resource, and Do Not Hesitate to contact me directly at 401.447.4374 for additional information or to schedule a meeting. Thank you for your interest. 

Theresa Cavalier 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 RI, CT, MA. No insurance business may be conducted outside these states referenced..

Theresa Cavalier is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, Providence Branch 10 Orms Street Suite 410, Providence RI 02904. In this regard, this communication is strictly intended for individuals residing in the states of RI, CT, MA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

*Theresa Cavalier is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of RI, CT, MA. As such, these services are strictly intended for individuals residing in the specific states referenced.