Unified Approach
Achieving a financial strategy that is both complete and tailored to meet your goals often requires a collaborative effort among skilled professionals, all focused on your best interests. In these situations, I serve as the central coordinator, ensuring that everyone is aligned and working toward achieving a satisfying and comprehensive solution for you. If you already have trusted advisors, such as your CPA or attorney, I am more than happy to collaborate with them. Additionally, I can bring in subject-matter experts from my professional network as needed. Below, you'll find details about some of our strategic alliances.
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
Jennifer Taranto and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.
And More...
We work with additional providers offering access to a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our relationship with these providers complements our mission to provide our clients with objective solutions to suit their individual needs.