Client Profiles

     When it comes to our clients, my team and I don't try to be everything to everyone.  We have a specific expertise in working with successful people who primarily fall into one of the below categories.  That does not mean we don't make exceptions now and again, but we specialize in dealing with the challenges and opportunities of business owners, executives, physicians and retirees.  My team and I have tremendous knowledge and experience in managing their financial affairs, and helping them understand every option available so that they can make wise decisions and have peace of mind.



 


THE BUSINESS OWNER


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.


*Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.


 


Physician financial planning


THE PHYSICIAN


We understand that you have a unique financial profile because of your delayed career start, high educational debt and high earning potential.  We're here to help you work through every challenge on the table so you can maximize your financial opportunities now and in the future.



THE RETIREERetiree financial planning



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 get to the finish line successfully.


Executive financial planningTHE EXECUTIVE


Helping business executives with their financial affairs can be complex because of their vast earning potential unique salary and bonus arrangements, and extremely tight schedules. Here at New York Life my team and I have the knowledge you need to help you maximize your opprtunities and secure your future.


Family financial planningTHE FAMILY


We have families of our own, and we understand the intricacies and hurdles that you must overcome in order to provide the future you want for your family. Whether that means planning for college, setting up for retirement, or leaving your legacy, we can help every step of the way.

Calculators