Our decades of experience, combined with the resources of industry-leading companies we partner with, allow us to address your financial needs from every angle. From business planning to tax strategies and everything in between, we’re here to guide you through even the most complex situations. Whether you’re approaching retirement or decades away, our multigenerational team was built with longevity in mind and a dedication to being your lifelong financial partner.
Asset Protection
Tax Strategies
Estate Planning
Retirement Planning
Business Planning
Investment Planning
Asset Protection
There are numerous financial strategies and retirement income strategies that can help you accumulate assets for the future, protect your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.
Tax Strategies
With the backing of the Advanced Planning Group professionals, we can help you consider tax strategies that may impact areas of your financial plan, business plan, or estate.
*We do not provide tax, legal, or accounting advice. Please seek your own professionals.
Estate Planning
A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs. We do not provide tax advice. Please consult with your own advisors for tax advice.
Retirement Planning
Retirement should mean a new phase of life, not the end of a lifestyle. While you’re building your business and your life in the present, you want to make sure your wealth is building a future for you and your loved ones. Whether you’re launching the next great business or managing the family foundation, you have your hands full with the present. We will develop personalized plans and solutions to maximize your return later, so that you can focus on the now. With help from us, you can enjoy the life you’ve built, even after “work” becomes playing with grandkids or spending time by the sea.
Business Planning
We offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Investment Planning
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
