Planning for YouYour life circumstances help us to identify your path to financial success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Planning for Business OwnersLet us take the burden of financial planning for your business off your plate so you can focus on the business you have created. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. What We DoWe help you to crystalize your goals and objectives, then develop Who We AreThe Summit Partners is a team of seasoned professionals who have devoted their careers to |