Advanced Planning Group

Does your situation require special considerations?


New York Life’s Advanced Planning Group is a team of over 30 individuals with experience as legal professionals, tax1 professionals, insurance providers and financial service providers with advanced degrees, designations, and specialized training in law, estate taxation, accounting, business, insurance, finance and philanthropic planning. Combined, the group has more than 300 years of experience assisting with wealth strategies and business planning objectives in numerous concentrations.

Working with me, you have the opportunity to consult with this nationally known group of knowledgeable, experienced professionals trained to assess your goals and objectives, examine your current planning strategies and offer well-researched suggestions and solutions to help you optimize your financial goals. I can bring you and your other advisors together with our consultants by phone, face to face, or in a virtual environment from anywhere in the country.


1Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.




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