Advanced PlanningWe have access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs. To learn more about the services we can offer you through our access to this resource, please visit the Advanced Planning Group web site. Neither New York Life nor we provide legal or tax advice, but we are happy to refer you to some of our trusted partners who do offer those services. |
The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
Calculators
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Savings in Retirement
I'm retired, how long will my savings last?
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Current Retirement Savings
Are my current retirement savings sufficient?
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Burial and Final Expenses
What are my needs for burial and final expenses?
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Retirement Income and 401(k)
How much retirement income might my 401(k) provide?
Newsletters
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.