The Advanced Planning Group (APG) is a premier team at New York Life with expertise in legal, accounting, insurance, and business planning for high-net-worth individuals and businesses. We’ll work with APG and your other advisors to help you prepare and protect what you’ve worked so hard to achieve.
By focusing on six key areas—asset protection, capital asset risk, income taxation, income protection, retirement planning, and estate planning—APG can help develop a holistic financial strategy to help ensure your path to success.
We work with APG to:
Identify gaps or propose improvements to your current strategies
Build custom strategies to meet your specific business and estate planning needs
Offer solutions to help you achieve your financial and protection goals