Our professional advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management. We also assist businesses with retirement planning, management, growth, and continuity needs.
Los Angeles, CA
New York, NY
I opened my own financial practice through New York Life / NYLIFE Securities because I believe that everyone can and should take control of their financial destiny. I listen to my clients’ needs, offer simple answers to complex financial questions, and help them thrive by developing sound financial strategies.
My services include:
Financial and insurance planning
Tax diversification and reduction strategies
Non-qualified executive benefit strategies
Estate tax mitigation
Wealth transfer and distribution strategies
Business protection and succession
Enhancing executive and employees’ benefits, often at no direct cost to e business
Setting up qualified and nonqualified workplace retirement plans
I am an associate member of the New York State Society of CPAs (NYSSCPA), where I sit on the Business Exit and Succession Planning, Trust and Estates Administration, and Estate Planning Committees.
I am authorized to offer AARP-branded products and services. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Visit my website and follow me on Facebook (www.facebook.com/marlonjaltoe), where I share helpful tips and updates.