Effective financial strategies can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
We work with a variety of companies to serve the needs of our clients. While our portfolio of product and service providers are top-rated companies, we periodically upgrade that portfolio list to meet the needs of our clients. The one constant with Wealth Management Strategies is its relationship with New York Life Insurance Company. New York Life is selective in who they will allow to represent their products and services. We are honored to be affiliated with this great company in being able to provide our clients with exclusive, proprietary products, services and solutions. Learn more about New York Life Insurance Company and the Advanced Planning Group below.
Guy Walker and his 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, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/2020.)
Collective experience. Insightful solutions.
The Advanced Planning Group consists of a team of over 30 professionals with more than 300 years’ combined experience in law, taxation, business, insurance, finance, and philanthropy, with advanced degrees and designations including Chartered Life Underwriter®, Certified Financial Planner®, Chartered Financial Consultant®, AEP®, Juris Doctor, and Certified Public Accountant.
Through our relationship with New York Life, we can provide you the opportunity to consult with this nationally recognized group of knowledgeable professionals who are specially trained to listen to your goals and objectives, evaluate your current planning strategies, and offer thoughtful, researched suggestions and solutions to help you optimize your financial goals.
