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PERSONAL PLANNING


As previously mentioned, the personal planning we offer will be tailor made to the individual, family or business in accordance to stated goals and objectives. Below, we’ve identified a few notions crucial to our success when working with our clients. Whether you are familiar with these concepts or not, we plan to expand on these ideas and maximize their potential to drive your financial success.

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BUSINESS PLANNING


If you’re a small business owner, we fully understand that you’re hard-pressed for time when it comes to duties above and beyond daily operations. We’ve custom built our Business Owner Checklist and Review for on-the-go business owners who may want to take a great idea or two with them. Shown below are some of the topics we frequently discuss:

  • Executive Deferred Compensation

  • Succession Planning

  • Exit Strategies

  • Generational Wealth

  • Key Person Insurance

  • Funding for Cross Purchases

  • Section 162 Bonus

Business Owner holding We're Open sign
401(k)/SEP/SIMPLE IRA
Health > Florist taking orders on the phone
HEALTH, LIFE & DISABILITY INSURANCE
Dental > Dentist in front of a dentist chair
DENTAL & VISION
Worker's Comp > Woman in industrial building
WORKERS’ COMP

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ESTATE PLANNING


Estate Planning > Tuscany stone house

Working with your estate planning attorneys and trust officers, and through our relationships with New York Life's Advanced Planning Group, we can provide best-in-class estate and legacy planning strategies that can best meet your needs. If you are in the fortunate position of necessitating estate planning and wealth preservation, then why would you accept anything less than the guidance of a Fortune 100 company like New York Life? Neither New York Life nor we provide legal or tax advice.

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CHARITABLE GIVING


The basis for charitable giving is the passion one holds regarding a particular cause. This can range from a movement to an entity and anything in between. That being said, just because we feel charitable doesn’t mean we need to blindly bestow our assets. The strategies involved within financial planning are designed to mitigate taxable consequences within the law. This is done so in an effort to increase net chartable offerings to the charity or cause selected. For legal and tax advice, please consult your own professional advisors.


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Disclosure

Kory Brown 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 CA (CA Insurance License #0I37004), CO, ID, ME, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kory Brown is licensed and authorized to offer insurance in California, but Strategyze Financial & Insurance Solutions may not be. For additional information on California licensure status, please click here.

Kory Brown 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, 205 E River Park Cir Ste 250, Fresno, CA, 93720, 559-447-3605. In this regard, this communication is strictly intended for individuals residing in the states of CA, ME, RI, TN, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Kory Brown is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, ME, RI, TN, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Strategyze Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Strategyze Financial & Insurance Solutions 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.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Get in Touch

(559) 447-3605
kbrown9@ft.newyorklife.com
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Our Location

205 E River Park Cir Ste 250

Fresno, CA 93720

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