Erika Mulvey

Financial Services Representative

2000 S. Colorado Blvd, Suite 2-450
Denver, CO 80222

Phone: (303)394-7135
Fax: (303)394-7100
E-mail: EMulvey@co.nef.com

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BUSINESS PHILOSOPHY

I am an advocate for your family’s financial success. I combine my background as a counselor with my insurance and investment licenses to help families take control of their financial present and help prepare them for the inevitable changes that await them in the future. In an increasingly complex world, I see the many sacrifices parents make. Where do you find time to explore the constantly changing economic and financial climate? What do you want in life? When will you stop to see where you are headed? I help people visualize what is possible, and manage the probable. My value is in doing research and analysis for you, presenting you with solid ideas and strategies, and to inspire you to make intelligent decisions about your financial security.  

   PRODUCTS AND SERVICES

•  Fixed and Variable Annuities

•  Charitable Giving Strategies

•  Disability Income Insurance

•  Estate Conservation Strategies

•  Education Funding Strategies

•  IRA Consolidation/Rollovers

•  Long-Term Care Insurance

•  Mortgage Protection (funded by life insurance and disability income insurance)

•  Lump Sum Pension Distribution

•  Pension Payout Alternatives

•  Pension Transfer/Rollovers

   •  Mutual Funds

•  Tax Sheltered Annuities, 403(b) Plans

•  Term Insurance

• Universal Life Insurance

 

PROFESSIONAL QUALIFICATIONS

•  Registered Representative of New England Securities

•  Series 6, 63

•  Able to offer Life, Health, and Disability Income Insurance in CO, NJ, and CA

 

EDUCATION

   • BA in Psychology/Regular Education/Special

     Education, Marist College, NY

   • MA in Counseling Psychology/Counselor Education,

     University of Colorado at Denver

PERSONAL

•  New Jersey resident until relocating to Denver in 1998 

•  Currently reside in Highlands Ranch with my husband, Sean, and our two children, Benjamin and Avery

   •  Hobbies include: skiing, biking, camping, reading and spending time with my family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

**I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.  Securities products are offered through registered representatives of New England Securities Corp. a broker/dealer (member FINRA/SIPC), Boston, MA 02116.   New England Financial is the service mark for New England Life Insurance Company and New England Securities, Boston, MA 02116.