Our Key Resources

Key Resources

The Nautilus Group team

Advanced Planning Group

Richard works hand-in-hand with The Advanced Planning Group.  This group is a team of professionals that offers unparalleled support in: Business protection and succession. Nonqualified executive benefit strategies. Tax diversification and reduction strategies. Transnational planning for non-US citizens. Estate tax mitigation. Charitable planning. Because the Advanced Planning Group supports a nationwide clientele, this team of over 30 professionals from legal, tax, insurance and financial services backgrounds has insight consulting on estate and business plans at all levels of wealth and across all 50 states. The APG professionals draw on this unparalleled knowledge and experience as they work to: Understand client objectives. Examine current planning strategies. Offer well researched suggestions and solutions to help clients optimize their financial goals. The learn more about the Advanced Planning Group, visit http://www.newyorklife.com/advancedplanninggroup.

http://www.newyorklife.com/advancedplanninggroup/about

 

 
 

 

Richard is proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+). (Source: Individual Third Party Rating Report as of 8/1/2017)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/12/2017. See the ranking here.

 

 

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