Advanced Planning Resources

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

Meet the team

APG’s experienced professionals have advanced degrees, industry designations, and specialized training in business protection and succession, nonqualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution, transnational planning for non-U.S. citizens, estate tax mitigation, charitable planning, and more. Working with these professionals, we can present you with a wide variety of highly effective solutions designed to meet your complex business and estate planning needs.

To learn more, visit the Advanced Planning Group or contact us directly.

Disclosure

Frank A. Amato II is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of PA. No insurance business may be conducted outside this state referenced.

Frank A. Amato II is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.  In this regard, this communication is strictly intended for individuals residing in the state of PA, CO, FL, MD, NC, NJ, NY and OH. No offers may be made or accepted from any resident outside the specific state referenced. NYLIFE Securities LLC is a Licensed Insurance Agency and a New York Life Company.

Frank A. Amato II is a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state(s)s of PA. As such, these services are strictly intended for individuals residing in PA, CO, FL, MD, NC, NJ, NY and OH. Eagle Strategies LLC is a New York Life Company.

Amato Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies. 

Neither Amato Financial Services, its employees nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Frank A. Amato and Frank A. Amato II are licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

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