Hello everyone! I’m Mardi Woods, and I’m excited to join this community and collaborate with the AI Legacy Builders Circle. I’m a financial professional with New York Life and co-founder of The Good Steward Insurance and Retirement Solutions, LLC. My partner, Muriel Harris, and I work together to provide comprehensive financial services to individuals, families, and business owners, helping them build strategies for today, retirement, and the legacy they ultimately want to leave. Our work includes: • Retirement and future income planning • Life insurance and family protection • Long-term care planning • Tax-diversification strategies • Business and employee protection strategies • Estate and legacy planning coordination One of my greatest passions is helping parents and grandparents create strong financial foundations for the next generation. I show families how they can start early — often with surprisingly manageable amounts — and use time as one of their greatest assets in building a future for their children and grandchildren. I’m especially passionate about making that first step simple. Sometimes a brief conversation is all it takes to help a parent or grandparent understand what’s possible and begin thinking differently about the legacy they can create. I believe financial education is powerful, and it becomes even more meaningful when people have trusted resources to help them turn what they’ve learned into action. I’m excited to collaborate with this community and to be a resource when individuals and families are ready to explore strategies that may be appropriate for their goals. I look forward to connecting with everyone! Mardi Woods, CLTC New York Life The Good Steward Insurance and Retirement Solutions, LLC