Advanced Planning Resources

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

Meet the team

APG’s experienced professionals have advanced degrees, industry designations, and specialized training in business protection and succession, nonqualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution, transnational planning for non-U.S. citizens, estate tax mitigation, charitable planning, and more. Working with these professionals, we can present you with a wide variety of highly effective solutions designed to meet your complex business and estate planning needs.

To learn more, visit the Advanced Planning Group or contact us directly.

Disclosure

James Mc Namara is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0731582), CO, DC, MN, NJ, NV, NY, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, James Mc Namara is licensed and authorized to offer insurance in California, but BEAR & MCNAMARA INSURANCE SERVICES, INC. may not be. For additional information on California licensure status, please click here.

James Mc Namara is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 30011 Ivy Glenn Dr Ste 212, Laguna Niguel, CA, 92677, 949-240-2974. In this regard, this communication is strictly intended for individuals residing in the states of CA, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BEAR & MCNAMARA INSURANCE SERVICES, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BEAR & MCNAMARA INSURANCE SERVICES, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​