About Gary Wallace

 

As a licensed Agent of New York Life, my MAIN goal is to assist you and your family on how to visualize your short term and long term financial goals by helping you realize the financial strategies needed to accomplish those goals.  Protection, Accumulation, and Distribution.   The benefit our process provides lies in our ability to craft a plan that is geared exactly towards your needs, to accomplish your goals, to reach your financial freedom.  Every individual is different, so every plan should cater to each person, or family's individual needs. 
Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.

            As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2016. After 15 years working as a 'Long term strategic analyst' in the Logistics and Finance Industry in Oslo, Norway, I wanted the opportunity to work for a company that is interested in making a difference in peoples lives; for a company that makes it easy for people to make clear, and conscientious decisions about their financial future; for a company that provides tailored direction for you and your family do what is right- for you and your family; and more importantly, this makes it  easy for me to do right by you.

            You can take comfort in the fact that I have been a proud resident of the Louisville, Ky community for over 36 years, and therefore have a vested interest in seeing my friends, family, and neighbors succeed. As a loving husband, I have many of the same hopes and aspirations as my clients, and I am happy to share with you all the resources and guidance that New York Life has to offer.

            Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future, prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.  If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent with the training and education to sell life insurance and various financial products through New York Life Insurance Company.

In addition to my 15 of experience, I hold a BA In English Literature and a BA in Humanities from The University of Louisville and have participated in New York Life's well-known training program, NYLIC University. 


            Of course, my background is important, but to be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step.  So, if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 

 

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