Effective financial strategies can sometimes require a team
of financial professionals working together to serve your best interests. In such
situations, we are the "quarterbacks" who help make sure everyone is working together to
achieve the best possible results. We work and partner with CPAs, attorneys, and insurance
professionals both locally and nationally to bring you the most optimal solutions backed by
math and science.
If you have an existing team, we are happy to partner with your personal
CPA, attorney or insurance professional to design strategies that are tailored to you.
Rachel Maryyanek and their fellow financial professionals are proud to be affiliated
with New York Life Insurance Company. New York Life and its wholly owned subsidiaries
provide life insurance, fixed annuities, and long-term care insurance. A mutual
insurance company, New York Life is one of the largest mutual life insurance companies
in the United States, and holds the highest financial strength ratings currently awarded
to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best
(A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+).
(Source: Third-Party Ratings Reports as of 9/30/2021.)
The Advanced Planning Group collectively leverages years of practical experience and
disciplines in law, accounting, and financial services, in order to provide New York
Life agents with unparalleled assistance in estate, business, and life insurance
planning. Because the Advanced Planning Group supports agents who have a nationwide
clientele, the group has insight consulting on estate and business plans at all levels
of wealth across all 50 states. The Advanced Planning Group is called to action to
advise on hundreds of business and estate plans each year; and that means Rachel
Maryyanek can bring experience, value, and insight to your situation. The Advanced
Planning Group does not provide specific legal, tax, or accounting advice. Consult with
your own advisors for legal, tax and accounting advice.
Meet
the Team
