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 Registered Representative
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:
New York Life & NYLIFE Securities 200 Clinton Ave W, Suite 600 Huntsville, AL 35801 kefernandez@ft.newyorklife.com
256.517.5962
• Business Protection and Succession • Nonqualified Executive Benefit Strategies • Tax Diversification and Reduction Strategies • Wealth transfer and distribution strategies • Transnational planning (non-US citizen) • Estate Tax Mitigation • Charitable Planning