You’re already well established on your journey to success, but you know there’s more to come and bigger goals to achieve. You’re not finished yet. And you probably didn’t get here alone.
Like most successful people, you’ve likely formed a team of experts to support you and guide you on how to navigate your course. And you will continue to build and strengthen your team of advisors along the way.
Through your New York Life Agent, you have access to a nationally known group of knowledgeable, experienced consultants who will work with your agent to understand your objectives, examine your current planning strategies, and offer well-researched suggestions and solutions to help you optimize your financial goals.
Working with your Agent and the Advanced Planning Group in your planning process can help you preserve and protect what you’ve spent a lifetime creating.
New York Life’s Advanced Planning Group is a team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:
Through our individualized case development process, we listen and understand what’s important. With our nationwide Agency network, we’ve been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives.
Fill out the form below and a New York Life financial professional in your area will contact you to discuss your options.
New York Life Insurance Company and its affiliates, Agents, and employees do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal, or accounting advisors before implementing any planning strategies.