With a combined experience of over 70 years, our team is composed of high-level professional administrators, product-focused consultants, and specialized experts from The Advanced Planning Group (APG) at New York Life. APG is a premier team with expertise in legal, accounting, insurance, and business planning for high-net-worth individuals and businesses. Together, we collaborate 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 helps develop holistic financial strategies to ensure your path to success.