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Name:

Dr. Patel, 45

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Career:

Cardiologist

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Income:

$400,000


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Situation: 

High income but late start due to years of training

Significant savings but not optimized 

Concerned about taxes and asset protection

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What they need: 

Advanced tax strategies 

Asset protection planning 

Retirement acceleration

This is a hypothetical example for illustration purposes only. Your actual benefit will depend on your individual situation.

LET'S CONNECT

Main: (914) 253-7253 | Fax: (914) 253-7016 | sicrabbe@ft.newyorklife.com
44 South Broadway, Suite 1801, White Plains, NY 10601
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  • WHO WE ARE
  • WHAT WE DO
  • WHO WE SERVE
  • OUR PROCESS
  • SMART FINANCIAL TOPICS
  • CONTACT
Disclosure
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Steven Crabbe is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Steven Crabbe (CA Insurance License #4279189).

Steven Crabbe 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, 44 S Broadway Ste 1801, White Plains, NY 10601, 914-253-7253. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Steven Crabbe is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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