New York Life is dedicated to serving professional advisors
We're here to help
It all starts with you
We have the answers... and we're happy to share
Bring your career to life
What do you want to do?
We're in this together
We're right here with you
We have the answers... and we're happy to share
We're right here with you
Bring your career to life
Bring your career to life
Expertise
With our personalized approach and team of dedicated professionals, we’re ready to guide you
through a lifetime of wise decisions. We specialize in helping business owners and affluent
families create comprehensive financial plans that support their goals for generations to
come.
Through our S.A.V.E. Commitment, we provide a level of service
designed to meet your needs and exceed your expectations. Our priority is building
long term relationships rooted in performance and trust, and we are deeply committed
to using the knowledge, resources, and networks we've built over the years to take
care of you and your family for generations to come.
Service
Additional staff and limited clientele to support your needs
Optional orientation session to guide you through our technology and tools
Accountability
Annual reviews of your accounts and financial statements
Ongoing comparison of projections versus actual performance
Value
Continual review and application of asset-allocation, risk management, tax
efficiency based on your goals and changing needs.
Bimonthly updates on timely topics, relevant to you and your family
Client appreciation events
Education
Educational financial planning series
Webinars and educational videos
Technology
Individual Client Interface
To help you keep tabs on your financial world anytime, anywhere,
we provide you with a Personal Financial Website that can be accessed on iPhones,
Androids, and most other popular smart phones.
See all accounts
on one page
View transactions
in real time
Get updates on your investments 24/7
Monitor your
spending
Track progress
toward goals
Access important
documents
Working With Other Advisors
Advisor Events
CPAs
Attorneys
Business Owners
As a business owner, we understand that your company, your life, and your finances are
all intertwined. Through every stage of your business life cycle, we are here by your
side to help you minimize your tax burden, maximize your financial opportunities, and
protect your assets.
What everyone wants out of retirement is different. No matter what your goals are, and
no matter how much planning you have or haven’t done, we’ll meet you where you are and
help you move confidently toward the future.
You have a unique financial profile because of your delayed career start, educational
debt, and high earning potential. We’ll help you work through the opportunities and
challenges potential through every stage of your career.
We have families of our own, and we understand the complexities of creating the future
you want for the people you love. Whether that means educational planning, preparing for
retirement, or keeping your business in the family, we’re here to help every step of the
way.
Every great success story starts with a
vision, and that’s where our foundational planning begins. Our priority is understanding
who you are, what you want, and where you stand. Then we offer valuable guidance to help
you accomplish your goals and make sure you have the right people at the table ready to
support you. Our objective is to spearhead the planning process, coordinating and
collaborating with your other trusted advisors to ensure everyone is on the same page and
moving toward your vision of success. For our Bespoke planning clients, we build on this
foundational process and customize each step as we work with you.
Step 1: Discovery
Every family's financial situation is unique. That's why it's so important to find
out as much as we can about you and your financial goals. The more we know about
you, the more precise recommendations we can make and the more we can help you. As a
result, we may take some time to discuss your hopes, dreams, and objectives, and the
things that really matter to you. This is the basis for the first meeting with
anyone we sit down with.
As needed, we will work with you to identify and prioritize your objectives, and
then help establish benchmark goals. This is important because we live in a world of
unlimited choices. People often fail to achieve objectives because they try to
accomplish too much at once, or they don't attach specific deadlines to their goals.
By breaking down your goals to specific objectives, you can look at available
resources and decide which goals are realistic, and which should be adjusted and
scaled down.
We regularly coordinate insurance and financial activities for clients with the
other members of their team of financial, tax, and legal advisors. We can do the
same for you.
We'll implement your strategy, and work closely with you and your other third party
professionals to ensure its success. We'll monitor progress and provide ongoing
service as your needs and situation change over time.
This is not a one-shot deal. Strategies need to be adjusted periodically as your
life and the economy changes. We will work with you over the years to help keep your
strategy on track with your changing needs.
