skip to main content
Main Menu
West of Center Financial, LLC logo
  • Home
    • What We Do
      • Types of Planning
        • Areas of Expertise
          • Premier Services
            • Offerings
            • Who We Help
              • Individuals & Families
                • Pre-Retirees & Retirees
                  • Businesses
                  • About Us
                    • Resources
                      • Upcoming Events
                        • Calculators
                        • Contact
                          • Client Login
                            • New York Life
                              • Eagle Strategies/NYLIFE Securities
                                • eMoney
                                  • American Funds
                                    • Calvert Funds
                                      Offerings

                                    Offerings


                                    Investments#: We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds, self-directed, tax-deferred Individual Retirement Accounts (IRAs) and 529 college savings plans. We also offer products to fund employer-sponsored retirement plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

                                    Life Insurance: A life insurance policy is an effective way to protect your family's lifestyle and future, and we offer several different types of life insurance that can be tailored to your unique needs. Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection. Permanent life insurance policies can even provide a cash value that may grow tax-deferred over time. Your cash value can be accessed to help supplement your retirement income when your protection needs decrease later in life, or for any other major life event need such as paying for a child's college expenses*. Explore the versatility of life insurance and what it can do for you and your loved ones.

                                    Long-term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future and help preserve the assets you've worked so hard to build.

                                    Individual Disability Insurance: Your ability to earn an income is probably your most valuable asset. A foundation of any sound financial strategy is having protection of a portion of the income that might be lost if an injury or sickness prevented you from working.

                                    Retirement Income: Preparing for retirement is easier with the help of the guaranteed^ lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it1. Either way, you will be assured a steady, dependable source of income for life.

                                    Income Annuities: Preparing for retirement is easier with the help of guaranteed income annuity products1. You can select an immediate annuity which starts paying income right away (usually within 12 months) and will continue doing so for the rest of your life, or a deferred income annuity which allows you to put money away now for lifetime income payments that start when you need them in the future2. Either way, you can rest easy knowing you'll always have a steady income stream when you need it most.

                                    Other Products: We have established relationship with other carriers and can supply you with information on individual and group health insurance products. If we don’t offer it, chances are we can still assist you.

                                    To learn more about our products and services, feel free to give us a call or request a free consultation. We’ll be happy to answer all your questions and make recommendations based on your specific situation.

                                    CONTACT US TO GET STARTED

                                    * Accessing cash value will reduce the available cash surrender value and death benefit of the policy.

                                    1 Guarantees are backed by the claims paying ability of the issuer.

                                    2 Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before 59 ½ may also be subject to a 10% federal tax penalty.

                                    # Securities products and services are offered by properly licensed registered representatives through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.

                                    Disclosure

                                    Sheri Hendricks 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 CA (CA Insurance License #4392092), CT, MA, NY, RI, TX, and VA. No insurance business may be conducted outside the states referenced.

                                    As a New York Life Agent, Sheri Hendricks is licensed and authorized to offer insurance in California, but West of Center Financial, LLC may not be. For additional information on California licensure status, please click here.

                                    Sheri Hendricks is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 401-291-7946. In this regard, this communication is strictly intended for individuals residing in the states of CA, MA, NY, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

                                    Sheri Hendricks is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, MA, NY, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

                                    West of Center Financial, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                    Neither West of Center Financial, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                    For more information about NYLIFE Securities LLC and its investment professionals.

                                    Click here
                                    West of Center Financial, LLC logo
                                    • Home
                                      • What We Do
                                        • Types of Planning
                                          • Areas of Expertise
                                            • Premier Services
                                              • Offerings
                                              • Who We Help
                                                • Individuals & Families
                                                  • Pre-Retirees & Retirees
                                                    • Businesses
                                                    • About Us
                                                      • Resources
                                                        • Upcoming Events
                                                          • Calculators
                                                          • Contact
                                                            • Client Login
                                                              • New York Life
                                                                • Eagle Strategies/NYLIFE Securities
                                                                  • eMoney
                                                                    • American Funds
                                                                      • Calvert Funds

                                                                      Copyright . New York Life Insurance Company. All Rights Reserved.

                                                                      Privacy Policy

                                                                      NYLIFE Securities LLC, Member FINRA/SIPC.

                                                                      For additional information, visit Customer Relationship Summary.pdf

                                                                      Your Privacy Choices