CORE SERVICES
Wealth Management And Retirement Planning
Tony DeLeon and Associates designs and implements a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, as well as access to third party wealth management programs. We offer a consistent process to ensure management of investment assets according to client risk tolerances and expected returns, monitoring on a continual basis, and the evolution of portfolios in conjunction with changing client objectives.
Wealth And Asset Protection
Tony DeLeon and Associates can also offer strategies to help shield your business and personal assets from liabilities or life events. In addition to death benefit protection, this can help safeguard asset transfer to children and grandchildren.
Estate And Legacy Planning
A well-organized estate conservation plan can minimize tax liability and ensure that loved ones are protected. We work with clients and professional advisors to analyze their current financial status and assess the potential impact of state and federal taxes on a client’s estate. Using the baseline, Tony DeLeon and Associates develops and suggests strategies that will meet planning goals in coordination with personal philosophies and family needs.
Business Succession
A life time of work goes into the development of a successful business, often making it a client’s most valuable asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. Tony DeLeon and Associates can offer innovative strategies for continuation of the business that address the needs of each family member.
Life plan for your business®
Life Plan Strategies for Your Business was created to provide access to additional tools and resources to business owners The strategies encompass six steps that focus on the client’s short-term and long-term goals by carefully examining what is important to the client personally and to his or her business. Each of the steps listed below include the various tools and resources to help create a business plan for each individual situation.
Step 1: Project Your Goals
Step 2: Needs Analysis
Step 3: Value Your Business
Step 4: Define Marketability Strategy
Step 5: Design Optimal Solutions
Step 6: Implement and Monitor plan
AARP PROGRAM
New York Life is proud to be the preferred provider of AARP Life Insurance, Annuity and Long-Term Care Options from New York Life. Using tools and products developed with AARP members in mind, I design solutions to help meet your needs and always work within your budget.
Secure your future with life insurance
Generate more income in retirement
Protect your family and your legacy with long-term care planning
Working with an Authorized to Offer Agent
To learn more about AARP, and the benefits of being a member, visit www.aarp.org.
The purpose of this material is solicitation of insurance. An insurance agent may contact you. The products offered under AARP Life Insurance, Annuity and Long-Term Care Options from New York Life include individual and group life insurance products, individual annuity products and individual long-term care insurance products. These products have exclusions or limitations. For costs and complete details of the coverage contact your agent or the insurance company.
Individual annuity products and universal life insurance products are underwritten by New York Life Insurance and Annuity Corporation (NYLIAC), Newark, DE 19713, a wholly owned subsidiary of New York Life Insurance Company (New York Life), New York, NY 10010. The policy form numbers for NYLIAC Asset Preserver, a combination universal life and long-term care insurance product, are ICC 13314-60, 314-60 or state variation 898-60 or state variation. These products are available to the public.
Individual term life and whole life insurance products and long-term care insurance products are underwritten by New York Life. The policy form numbers for Long-Term Care insurance are ICC 14-LTC6, LTC6 or state variation, ILTC-5000 or state variation. These products are available to the public.
AARP group life insurance products are available under the AARP Life Insurance Program and are underwritten by New York Life. AARP Membership is required for Program eligibility. Specific products, features and/or gifts not available in all states or countries. AARP has established the AARP Life Insurance Trust to hold group life insurance policies for the benefit of AARP members. Complete terms and conditions are set forth in the group policy issued by New York Life to the Trustee of the AARP Life Insurance Trust (Group Policy forms AA-08, AA-66, AA-67, AA-68).