Expertise

Navigating Your Personal Financial Website

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Retirement Planning

We’ll help you determine how much you’ll need for the retirement lifestyle you want. Then we’ll get a good understanding of where you are right now to see if you’re on track. If some adjustments need to be made, we’ll help you build and implement the right plan to achieve your goals.

401(k) and IRA Rollovers*

When you’re changing jobs or retiring, you have a decision to make regarding the money in your retirement account. We can help you understand what your options are, the advantages and disadvantages of each, and evaluate which is best for you.

Investment Management / Wealth Accumulation

We listen to your investment goals, time frame, and feelings about market risk then design a portfolio of investments that fit what you’re looking for. Once invested, we consistently monitor and adjust the portfolio as needed with your input and approval.

Family & Asset Protection

Without the proper protection in place, your family, retirement and investments could all be at risk. We’ll analyze and quantify what those risks are to you (loss of life, loss of income, extended health care, taxes). Then we’ll put a plan together to be sure you’re properly protected.

 

*Before rolling over the proceeds of your retirement plan to an Individual Retirement Account (IRA) or annuity, consider whether you would benefit from other possible options such as leaving the funds in your existing plan or transferring them into a new employer’s plan.  You should consider the specific terms and rules that relate to each option including: the available investment options, applicable fees and expenses, the services offered, the withdrawal options, the potential flexibility around taking IRS required minimum distributions from the option, tax consequences of withdrawals and of removing shares of employer stock from your plan, possible protection from creditors and legal judgments and your unique situation.  Neither New York Life Insurance Company nor its agents provide tax or legal advice. Consult your own tax and or legal advisors regarding your particular situation.