Services

One of the best things about having my practice through New York Life and its family of companies is, the resources I'm afforded to help me help my clients. The 6 Key Areas in which I address your needs are:

  1. Income protection
  2. Investment portfolio strategies
  3. Reducing income tax liability*
  4. Asset protection
  5. Retirement planning
  6. Estate planning

Supporting the work I do in these areas, is the Advanced Planning Group a team of nationally known, knowledgeable and experienced professionals in law, estate taxation, accounting, business, insurance, finance, and philanthropic planning.  Combined, we have more than 300 years of experience, and are ready to assist you with wealth strategies and business planning objectives in numerous concentrations.

Other areas I help with include:

  • Obtaining tax-advantaged* protection for retirement
  • Making the most of a lump-sum pension distribution
  • 401(k) rollovers
  • Protecting your savings from future costs of illness/injuryrequiring extended periods of care
  • Producing a steady stream of income for life3
  • Funding your children's/grandchildren's education
  • Obtaining life insurance protection
  • Employee benefit plans
  • Business planning

My Approach:

See something above we can help you with?  Visit the 'Working Together' page to gain insight into how my planning process works.

Neither New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

2Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality

3Refers to the New York Life Guaranteed Lifetime Income Annuity issued by New York Life Insurance Company and New York Life Insurance and Annuity Corporation.  Guarantees are backed by the claims paying ability of the issuer.

Newsletters

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

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