Katherine Sayer , CLU
Katherine Sayer, CLU
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, guarantee your own retirement security, or be sure of leaving a legacy to your loved ones. 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. I have been an insurance agent since 1986, assisting individuals and small businesses set and meet both short and long term financial goals. Having earned the Chartered Life Underwriter(CLU)professional designation, 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 for additional information or to schedule a meeting. Thank you for your interest.





Katherine Sayer is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of New York, New Jersey, Connecticut,Georgia, and North Carolina. No insurance business may be conducted outside these state(s) referenced.



Katherine Sayer is a Registered Representative(s) of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of New York. No offers may be made or accepted from any resident outside the specific state(s) referenced.







HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

More Newsletters →