Scott Wilson
Investment Professional, NYL Securities LLC
When navigating retirement, business solutions, and estate planning, you want a trusted financial professional
Here are some ways we can help you along your journey.
Retirement income planning is not always the same as saving for retirement
We will sit down with you in your pre-retirement years and look at what it will take to ensure you have a strategy to provide income for your needs, wants, and dreams. We will also look at risks to your retirement income strategy and seek to mitigate those so you can enjoy your retirement years.
Your business and your employees are important to you
We will help make sure that you have a plan to take care of your employees, key executives, and have a business succession plan to take care of their future...and yours.
Leaving a legacy for future generations must be intentional
Having a good estate plan in place ensures that your assets will go to the people you want, at the time you want, the way you want. Overlooking this can cause your loved ones grief and difficulty. We will meet with you to understand your needs, then consult with our advanced planning team to discover important pieces to your plan.