David Burt Jr. Financial Services Professional with NYLife Securities LLC

12/03/2024

Hello facebook family and friends,
If you could give a special child in your life a gift this Holiday season, what would it be? Many of our clients, if they are in a position to, would like to help children & grandchildren get started saving for the future
“Do something for them , that they cannot do for themselves “

*Please watch the attached video to learn more.

11/30/2023

Hello Facebook Friends & Community,
If you could give a special child in your life a gift this Holiday season, what would it be? Would you like to help the children you love with their financial security and long-term savings?
Create the plan they cannot do for themselves. Please see VIDEO

It’s possible. In fact, it may be easier than you think.

Please give me a call or reply and I will be happy to answer any questions you may have about this unique planning opportunity.

06/09/2022

Congratulation's to Jeff on a great accomplishment .

06/09/2022

With rising prices due to inflation, are you working to help keep your long-term goals on track? To maintain retirement savings, one-third of American adults are giving up social activities like eating out (35%) or nightlife (31%), according to the New York Life Wealth Watch survey. Now is a good time to discuss how decisions today can affect tomorrow. Lets setup a time to talk and discuss your goals , give me a call at any time!

04/05/2022

You want to give them the best future possible. I can help them start with a secure one. Let's talk about how you can protect your family's financial future. Give me a call so we can have a conversation..

You want to give them the best future possible. We'll help them start with a secure one. Speak with an agent and find out how you can protect your family's f...

04/05/2022

Looking for a little more certainty with your money? Check out this guaranteed interest rate. Contact me today!

03/02/2022

As an Advisor, I want to hear about your dreams and goals so that I can help you build a plan to achieve them. Let's talk about what matters to you. Give me a Call:

02/08/2022

Saving for college can be hard, but there are supplemental strategies you can use to help you get there. Let's talk about how I can help you meet your college savings goals during .

Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.

01/27/2022

Hello ! I hope all is well, 2021 was a year unlike any other. Everyone has adapted the way we work, travel and interact with one another. While lives have been disrupted, financial goals don’t have to be.
The new year is a time for resolutions and new beginnings. With 2022 here, now is the perfect time to take a moment to review your finances and make sure you’re doing everything you can to protect your family and reach your goals. Let’s setup time to have a conversation virtually using Zoom so I can share some ideas and opportunities with you, Message or Call me:

12/23/2021

If you could give a special child in your life a gift this Holiday season, what would it be?

Beyond food and shelter, there’s a lot you want to provide for your child, including education and other opportunities to put him or her on the road to lifelong success. Making prudent investments now can help ensure financial resources are there when needed.
https://lnkd.in/gaUvk7jk
Call or send me a reply and let’s see if we can find a convenient time to get 15 minutes together, so I can share this unique idea with you..

From birthdays to holidays and everything in between: give the children you love more than toys- give them a head start on a lifetime of financial security.

12/09/2021

What if it were possible to give a child you love a gift that will let you share in the special moments throughout their lives? To have your feelings immortalized in a gift that will grow as they grow? To give them a head start on financial security for their future? Why wait—the holidays will be here before we know it, now is a great time to explore this idea further. Watch this quick video to learn more about the gift https://www.newyorklife.com/ecards/childgifting Please give me a call or email and I will be happy to answer any questions you may have about this planning strategy.