Service Areas: 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.