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Financial Planning

Your Trusted Financial Partner

At New York Life, our Extended Care service helps you plan for future health needs with tailored long-term care solutions.

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Request an Appointment

Our experienced advisors work with you to create a personalized plan that ensures you receive the support you need while protecting your financial assets.

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Personalized Plans

We create financial strategies just for you.

Experienced Advisors

Our team has the expertise to guide you.

Ongoing Support

We help you stay on track with your financial goals.

Trusted Reputation

We have a proven history of helping clients succeed.

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Find Your Definition of True Wealth

It’s long-term support for daily activities or medical needs as you age.

To ensure you can afford the care you need without using up your savings.

Services can include in-home care, assisted living, and nursing facilities.

We create a custom plan based on your health needs and finances.

You can use long-term care insurance or savings; we’ll help you find the best choice.

Request an Appointment

Schedule an appointment with our knowledgeable advisors today. We’re here to provide personalized guidance to your unique needs!

Phone :

(346) 625-8355

Location :

3200 Southwest Fwy 1900, Houston TX 77027

Email :

uuzia@ft.newyorklife.com

Open Hour :

MON – FRI
9AM to 6:30PM