Building your Legacy starts with Our Premier Planning Team
Through our individualized case development process, we listen and understand what’s important. With our nationwide agency network, we’ve been down this path hundred of times before, helping clients reach their retirement, estate and business planning goals and objectives.
Kevin E. Fernandez Agent, New York Life Insurance Company Registered Representative, NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency
New York Life’s Advanced Planning Group is a team of over 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: Personal Planning:
New York Life & NYLIFE Securities 200 Clinton Ave W, Suite 600 Huntsville, AL 35801 kefernandez@ft.newyorklife.com
256.517.5962 16
• Life Insurance • Long term care Insurance • Disability Insurance • 401K Rollover • Traditional IRA • Roth IRA • SEP IRA • Estate Planning • Retirement Planning • College Funding & 529 Plans • Annuities • Mortgage Protection (Life Insurance)
Business Planning:
• 401K • Employee Benefits • Group Life Insurance • Short term Disability • Long term Disability • Executive long term care arrangements • Executive bonus plans • Payroll deduction programs • Employee Whole Life • Key Person Insurance
Fernandez Financial Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither New Your Life Insurance Company, nor its Please consult your own tax, legal or accounting professional before making any decisions. I n agents, s i d e Mprovides e d i c i ntax, e |legal, S p r ior n gaccounting I s s u e 2 0 1 advice. 8
