Services
You set the priorities. Together we work toward success.
We believe that planning for success begins with a foundation of trust. We are committed to working closely with you to identify your short-term and long-term objectives and your appetite for risk in pursuit of your objectives. By working together, we can create a connection between the things you want in life and the financial solutions required to achieve your goals. Our integrity is demonstrated by our commitment to maintain uniformity between what we believe and say, and what we do. Our professional advice is based solely on your needs.
Planning is a complicated and personal matter. Our goal is to make it easy, and most importantly work for you.
Personal PlanningTake charge of your direction. And always look forward. |
Business PlanningBuild. Protect. Transfer.Qualified Retirement Plan Funding
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Personal Planning
Financial Planning*
Our comprehensive financial analysis of your assets, liabilities, cash flow, investment strategy and more helps you identify a clear path to a prosperous future for you and your loved ones.
Investment Advisory Services*
1. Asset Allocation
We build your portfoliio with a diverse mix of equity, fixed income, cash and specialty asset classes according to your specific investment strategy to help you reach your long-term goals and withstand unforeseen fluctuations.
2. Wealth Management
Whether you desire portfolio management from one of our many available professional investment managers or personalized portfolio construction from us as your adviser, we offer portfolios that are developed for your needs and objectives, continuously monitored and managed to help them keep pace with your evolving goals.
3. Portfolio Optimizationof life so you;
Integrating your insurance and investment decisions helps meet your protection needs, and, as academic research has proven, also optimizes your portfolio for higher expected returns and lower risk.
Risk Management
Even the best plans can't predict the future. We provide risk management strategies that leverage various types of insurance to help you face life's unforeseen circumstances and keep your goals on track.
Retirement Planning
We help you manage your retirement investments through different stages of life so you'll be ready and able to achieve your ultimate dreams.
Education Funding
Children grow up so fast, and we can help their college funds grow along with them. With our help and the proper strategy, you'll be prepared for any acceptance letter.
Charitable Legacy Planning
We offer help with maximizing your legacy to benefit your community and the organizations that mean the most to you.
Estate Conservation
We can help you maximize your family's interests with well-planned wills, trusts, life insurance, living wills and other end-of-life documents.
Survivor Needs
We can help you identify what needs to be done to fund your needs by deifining immediate and long-term needs, reviewing current resources and identifying shortfalls and evaluating possible solutions.
Long Term Care Issues
We can help you create a strategy to protect you and your family from long-term care costs by estimating potential needs, reviewing current plans and indentifying unprotected needs.
Business Planning
Qualified Retirement Plan Funding
No matter the size of your business, we can help you set up a plan to start qualified retirement savings.
Business Succession
Be ready for anything, especially when it comes to protecting your company. We can help by providing smart solutions for your business succession needs that satisfies the legitimate concerns of all parites and benefits sellers, buyers, employees, customers, and suppliers.
Deferred Compensation
We can help you arrange nonqualified deferred compensation to provide retirement income, death and/or disablity benefits to a select group of employees.
Executive Bonus
We can help you arrange a tax-favored way to reward valued employees on a selective basis, avoiding anti-discrimination rules and giving the recipients added recognition in the form of valuable life insurance protection and other benefits.
Key Person Protection
We can help you to identify your key employees and provide smart solutions to be ready to prevent a disruption to your business.
Employee Benefit Plans
We can work with you to provide custom benefit plans that work with your business and employees.
Voluntary Payroll Deduction Programs
We can work with your business to provide programs that integrate into your payroll and bolster your employee services.
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.