Financial and Retirement Planning

We work with our clients to build a specific plan to ensure they’re prepared for the unknown and never outlive their money.

Financial and Retirement Planning

We work with our clients to build a specific plan to ensure they’re prepared for the unknown and never outlive their money.

Financial and Retirement Plans Built Specifically For You

We work with you to create a goal-based financial plan. A key focus of this plan is on retirement planning, with a customized, tax-sensitive, total-return drawdown strategy aligned with clients’ financial goals. Some of the issues that advisors discuss include maintaining clients’ lifestyle in retirement, incorporating Social Security benefits and planning for future medical costs, college tuition for family members and bequests.

Your Financial Picture is multi-faceted

Financial and Retirement Plans Built Specifically For You

We work with you to create a goal-based financial plan. A key focus of this plan is on retirement planning, with a customized, tax-sensitive, total-return drawdown strategy aligned with clients’ financial goals. Some of the issues that advisors discuss include maintaining clients’ lifestyle in retirement, incorporating Social Security benefits and planning for future medical costs, college tuition for family members and bequests.

Your Financial Picture is multi-faceted

Our Financial Planning Process

Phase 1

Gather Data and Establish Objectives

Phase 2

Develop the Plan

Phase 3

Implementation

Phase 4

Review and Monitor

Ready To Build A Custom Financial Or Retirement Plan?

For more information about NYLIFE Securities LLC and its investment professionals, click here.

Get A Free Consultation
And Estimate