If you are a business owner, you have the added responsibility of your business to worry about on top of your family.
The following information can help you start thinking about possible solutions to your needs and help you prepare to consult with us.
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.