Gary T. Rose, J.D.
 Agent 
I assist business owners, executives and professionals in creating, growing, and protecting their financial legacy. 

When you've sacrificed so much to build a business or profession, you naturally want to make sure your efforts result in financial security for yourself, your family, and your key partners. You may wish to build a legacy that continues long after you are gone, or be able to leave a welcome charitable donation to a deserving organization. And you may want to leave a safety net for future generations because you know how unpredictable life can be.

With direct access to New York Life's exceptional Advanced Planning Group, I can present you with some of the best options for protecting, diversifying, and growing your assets over the long term, minimizing your tax burden, diversifying into financial structures with no direct correlation to the public markets, and structuring the right format for succession planning and business transitions.

Having practiced law in a business-oriented law firm, acted as General Counsel and CEO of a mid-sized manufacturing company, counseled early-stage companies as an angel investor, developed and built commercial real estate, and managed investments for a family office through two devastating bear markets, I have first-hand experience with the multitude of risks involved in owning, managing, and investing in business enterprises. With 20+ years of active participation in Young Presidents Organization, I've had the privilege to get to know, learn from, and provide helpful feedback to business owners and executives throughout their challenging journeys. I would be honored to bring that experience and expertise to your doorstep, and help you achieve the vision that has driven your efforts every day.

Neither New York life Insurance Company, nor its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

*The Advanced Planning Group is a resource exclusively for the use of New York Life agents when working with "high-end" clients. 

 

 

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