What we do


A financial strategy begins with understanding who you are, where you are coming from, and where you want to go. Building a strategy to help to address that includes, but is not limited to:

  • Protecting assets from unexpected events in the economy or in your own life
  • Accumulating savings in the right places to support your life goals
  • Distributing savings as income, on your timetable, in tax-efficient ways
  • Transferring assets to your heirs as a legacy while keeping administration and taxes to a minimum.


If you are a business owner, you have an added responsibility to worry about on top of your family, but you also have more opportunities to achieve benefits through careful preperation:

  • Growing your business
  • Continuation planning/exit strategy
  • Risk management
  • Benefits for employee recruitment and retention
  • Executive compensation
  • Repositioning business assets or income to benefit owner(s) while minimizing taxes.

Please keep in mind that neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.