Generational Financial Partners | Helping Physicians plan for today, plan for tomorrow, plan for generations…
New York Life
Contact Us
4720 Peachtree Industrial Blvd Suite 5202
Norcross,
GA
30071-5738
- E-mail address: bbyin@ft.newyorklife.com
- Home
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About Us
- Why Physicians Choose Us
- THE H.E.R.O. STRATEGY ™
- Benjamin Yin, MBA
- Daniel Burke, CFP®, ChFC®
- Nolan Pendleton, CFP®, MBA
- Organizations We Work With
- Independent Contractor Physicians
- The Myth of the Rich Doctor
- WISE Doctors Video Series™
- Locations & Contact Information
- Why Become an Independent Contractor Physician?
- Tax Efficiencies
- Employed Physicians
- GenFi Podcast
- As an independent contractor physician, how could you benefit from switching to an LLC taxed like an S-Corp?
- As an IC physician, what retirement plan is best?
- Politics, Elections, and Your Portfolio
- How Rebalancing Your Portfolio Can Help Mitigate Market Volatility
- Matthew Pisera, CFP®, ChFC®, CLU®, RICP®, CLTC®
- Rachel Wilder, CFP®, ChFC®
- Wesley Brugh
- Henry McGee, CFP®, ChFC®, CLU®
- Products & Services
- Resources
- Contact Us
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We're here
to help -
Bring your career to life
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We're right here
with you -
Bring your career to life
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We have the answers... and we're happy to share
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Bring your career to life
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It all starts with you
-
We're right here
with you -
We have the answers... and we're happy to share
-
What do you want
to do? -
We're in this together
-
New York Life is dedicated to serving professional advisors
Generational Financial Partners | Helping Physicians plan for today, plan for tomorrow, plan for generations…
New York Life
Contact Us
4720 Peachtree Industrial Blvd Suite 5202
Norcross,
GA
30071-5738
- E-mail address: bbyin@ft.newyorklife.com
- Home
-
About Us
- Why Physicians Choose Us
- THE H.E.R.O. STRATEGY ™
- Benjamin Yin, MBA
- Daniel Burke, CFP®, ChFC®
- Nolan Pendleton, CFP®, MBA
- Organizations We Work With
- Independent Contractor Physicians
- The Myth of the Rich Doctor
- WISE Doctors Video Series™
- Locations & Contact Information
- Why Become an Independent Contractor Physician?
- Tax Efficiencies
- Employed Physicians
- GenFi Podcast
- As an independent contractor physician, how could you benefit from switching to an LLC taxed like an S-Corp?
- As an IC physician, what retirement plan is best?
- Politics, Elections, and Your Portfolio
- How Rebalancing Your Portfolio Can Help Mitigate Market Volatility
- Matthew Pisera, CFP®, ChFC®, CLU®, RICP®, CLTC®
- Rachel Wilder, CFP®, ChFC®
- Wesley Brugh
- Henry McGee, CFP®, ChFC®, CLU®
- Products & Services
- Resources
- Contact Us
Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.
NYLIFE Securities LLC, Member FINRA/SIPC.
For additional information, visit Customer Relationship Summary.pdf