Benefit Plan Strategies LLC
Advanced Planning for Business Owners, Key Executives & Professionals
OUR RESOURCES
When you work with us, you really only see the tip of the iceberg. Behind us are highly skilled resource groups which allow us to bring what we feel are industry best skill sets in their respective areas.
We have chosen to highlight two of these groups below, The Advanced Planning Group and the Eagle Strategies LLC portfolio design group.
ADVANCED PLANNING GROUP
As an Agent of New York Life, I have exclusive access to the Advanced Planning Group* a premier planning team with expertise in law, accounting, financial planning and insurance. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs.
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
* Tax diversification and reduction strategies
* Wealth transfer and distribution strategies
* Transnational planning (non-U.S. citizen)
* Estate tax mitigation
* Charitable planning
The APG team has one common goal: to help us provide you with the best solutions for your unique situation.
To learn more about the services I can offer you through my exclusive access to this resource, please visit the Advanced Planning Group website.