Stewart Jacobson Bill Nelson Margaret Lyle Mark Countryman Rick Kiley Jeff Farris Jana Ullman Clark Walter Y.B. Sesay Rick Adams

 

 
YB Sesay

Y.B. Sesay*
DEARBORN & CREGGS
ysesay@dearborncreggs.com

“I want to play a central part in helping you attain your financial goals.”

Y.B. Sesay understands the important role a financial representative plays in helping
individuals and families achieve their life goals. As your professional partner, he can
provide:

  • Lifetime Needs Analysis
    Y.B. develops a long-term working relationship with his clients, helping provide
    financial solutions as they progress through their careers on into retirement.
  • Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals
    He takes pride in listening to his clients and helping them achieve their individual
    goals. Whether it be one specific goal such as building a retirement nest egg, or a
    more comprehensive plan to satisfy several goals such as planning for college,
    protecting against the loss of a loved one, and insuring long-term care in later life,
    he stands ready to help.
  • Objective Investment and Risk Management Advice
    A client-centered approach to investment planning can help you assemble a
    diversified** portfolio including insurance and risk management strategies
    designed to help meet your unique needs.
  • Personalized Financial Planning
  • Retirement Planning
    • 457/403(b) Retirement Plans
    • SIMPLE IRA, SEP IRA, 401(k)
    • Roth IRA, Traditional IRA
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account
    • UGMA/UTMA
  • Asset Management Strategies
  • Investments
    • Federal and State Tax-Free Mutual Funds
    • Tax-Deferred and Tax-Sheltered Investments (fixed and variable)
  • Insurance
    • Life Insurance
    • Disability Insurance
    • Long-Term Care

Y.B. can help you create a financial plan, a personalized “roadmap” that can help you solve your financial problems and achieve your short and long-term financial goals. He will work one-on-one with you to understand your current financial situation and your financial goals. Y.B. will then design and help you implement a financial
plan that is customized to your needs.

Y.B. has been a Marine since 2002. He is a graduate of Stephen F. Austin State University with a BBA in Finance. During his junior and senior years of college he was an intern for the Investment Roundtable. The Roundtable was a handpicked portfolio management team for the Stephen F. Austin State University Alumni Associaton. He holds NASD Series 6 and 63 securities registrations and life and health insurance licenses in Texas.

Financial Planning Services

Financial Planning is the process of wisely managing finances to help clients achieve their dreams and goals while, at the same time, helping them negotiate the financial barriers that inevitably arise in every stage of life. The process includes assessing the client’s current financial situation, setting goals, developing a personalized plan to help meet those goals, and, once the plan is implemented, monitoring its progress. As a financial professional, Y.B. can help clients make decisions to keep their plan on track and help maximize their financial resources throughout their lifetime.

Email: ysesay@dearborncreggs.com

*Financial Representative of and Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered investment advisor, Member NASD/SIPC Lincoln Investment and Dearborn & Creggs are independently owned and each is responsible for its own business.

 


Copyright © 2007 Dearborn & Creggs Investments. All Rights Reserved. 77 Sugar Creek Center Blvd. Suite 590 Sugar Land, TX. 77478 (281) 277- 6400 Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker Dealer, Member NASD/SIPC. Lincoln Investment Planning, Inc. and Dearborn & Creggs are independently owned and each is responsible for its own business.