Advanced Planning

As an Agent of New York Life, I have exclusive access to the Advanced Planning Group -- a premier planning team with expertise in law, accounting, financial planning and insurance. My access to these resources allows me to bring experience, value and insight to your planning situation and assist you with your business and estate planning needs.


To learn more about the services I can offer you through my exclusive access to this resource, please visit the Advanced Planning Group web site.

Neither New York Life nor its Agents or employees provide legal or tax advice.

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  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

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