Services

We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning 
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 
  • Tax management 
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. 
  • Estate planning 
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 
  • Risk management 
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 
  • Education funding 
    Recommending investment and accumulation strategies to help you pay for your children's education. 
  • Investment Planning 
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 
  • Employee and executive benefits 
    Helping your business attract and retain qualified employees through benefit packages.

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.

Newsletters

  • Key Tax Breaks for Business Owners

    Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

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Market Watch

July 19, 2019 @ 03:22 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.0%  
Dow Jones Transportation ETF +0.4%  
Dow Jones Utilities ETF -0.8%  
Nasdaq Composite ETF -0.2%  
Nasdaq 100 ETF -0.3%  
S&P 500 ETF -0.1%  
S&P 100 ETF -0.3%  
S&P Mid-Cap 400 ETF -0.0%  
PHLX Semiconductor Index ETF +0.0%  
OSX Oil Service Sector Index ETF +7.3%  

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