You’re already well established on your journey to success, but you’re not finished yet. Working with your New York Life financial professional and the Advanced Planning Group (APG) can help you preserve and protect what you’ve worked so hard to achieve. APG is a team of highly trained professionals experienced in law, taxation, financial planning, and accounting. Access the wealth strategy you need to ensure lifelong success.
Work with a nationally recognized group of knowledgeable, experienced professionals, who can examine your current planning strategies and offer well-researched solutions to help you optimize your financial goals.
Tap into a breadth of experience
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.
Benefit from a tailored approach
There’s no one-size-fits-all approach to wealth planning. Through our individualized case development process, we listen to what’s important, then tailor an approach to fit your needs.
Collaborate with a group of experts
We work alongside your New York Life financial professional and your current team of advisors to better address your complex financial goals and objectives.
Our team of professionals has significant experience with individuals’ and business owners’ planning objectives. We help you identify solutions to address your most pressing concerns. And you’re not alone.
Our team of professionals has significant experience with individuals’ and business owners’ planning objectives.
We help you identify solutions to address your most pressing concerns. And you’re not alone.
of business owners claim they would be forced to sell or close their businesses in the event of their absence1
of business owners state they have key employees1
feel they are financially unprepared for retirement1
There are six key areas you need to address in your financial life to ensure a holistic financial strategy. Failing to adequately address just one could put your entire strategy at risk. The Advanced Planning Group can help you ensure your path to success. We will work with your New York Life financial professional and other advisors to review your current financial health, identify any gaps in your planning, and provide solutions to optimize your goals.
Take steps to shield your assets from creditors and predators. Explore asset type, ownership, and risk shifting strategies aimed at protecting your wealth.
Capital Asset Risk
Develop a specific strategy for your assets. Monitor and review that strategy. Then use proper allocation, diversification, and measured risk to help ensure your assets reach their full potential.
Minimize current taxes and optimize your options for future tax changes. Review your current tax situation and develop a tax efficient strategy to deduct, defer, divert and convert.
It’s important to have a plan in place if your income is cut off due to death or disability. Explore life and individual disability insurance options to help protect your tomorrow.
Retire when you’ve planned to and maintain your standard of living with supplemental cash flow strategies, tax diversification, and other wealth planning options.
Leave the legacy you desire. Ensure documents are in place and your wishes are executed through legacy planning, philanthropic gifting, transnational planning, and more.
New York Life’s Advanced Planning Group is a team of more than 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. Your New York Life financial professional can bring us together with you and your advisors—by phone, face-to-face or virtually—from anywhere in the country.
Provide your contact information, and a financial professional will be in touch.
1New York Life Consumer Needs and Motivation Study, 2019
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.