Don C. Sargent CLU®, CFP®, CLTC
Don Sargent
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It all starts with you
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We have the answers... and we're happy to share
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You planned for
his arrivalPlan to always protect the ones you
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love most. -
A legacy of love
We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
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Bring your career to life
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Bring your career to life
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New York Life is dedicated to serving professional advisors
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Bring your career to life
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Great Rewards
Learn how great rewards begin with
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the first step. -
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We have the answers... and we're happy to share
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Don C. Sargent CLU®, CFP®, CLTC
Don Sargent
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Newsletters
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
Please Confirm
Don Sargent 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 TX. No insurance business may be conducted outside these states.
Don Sargent is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and a New York Life Company,15509 Spillman Ranch Loop, Austin, TX 78738 (512 263 5318). In this regard, this communication is strictly intended for individuals residing in the states of TX. No offers may be made or accepted from any resident outside the specific states referenced.
Don Sargent is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
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NYLIFE Securities LLC, Member FINRA/SIPC.
NYLIFE Securities LLC, Member FINRA/SIPC.