Advanced Planning Group

New York Life’s Advanced Planning Group is a team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:

Business protection and succession

Nonqualified executive benefit strategies

Wealth transfer and distribution strategies

Transnational planning (non-U.S. citizen)

Estate tax mitigation

Charitable planning

Through our individualized case development process, we listen and understand what’s important. With our nationwide Agency network, we’ve been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives.

Contact us today to start a conversation about your financial needs.

Explore our Services

Newsletters

  • Social Security Spousal Benefits

    This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.

Subscribe to our Newsletter