The Advanced Planning Group of New York (APGNY) is a team of dedicated financial professionals providing personal financial planning, retirement planning and estate planning for individuals and families as well as advanced business planning for owners of small to medium sized businesses. APGNY offers comprehensive financial planning services through Cambridge Investment Research, a broker/dealer and registered investment advisor. Through Cambridge Investment Research, we can provide the personal attention of a smaller firm along with the resources of a national organization. Our main office is in Florida and we maintain affiliated offices in New York to best serve our clients.

We work with our clients throughout all the financial stages of their lives, from income protection, to asset accumulation and management, to retirement planning and estate conservation. We take pride in the professionalism of our firm's partners, associates, and consultants. We will also work hand-in-hand with our clients' tax, legal, and other advisors to be sure that all of their financial components are running in sync.

APGNY uses a unique process in order to define and implement strategies to benefit our clients. We first take the time to fully understand our client's financial situations and discuss how our relationships can work to meet their expectations. We use a team-oriented approach so that each of our advisors focuses on a specific planning area. In this way, our clients can be assured they are receiving prudent advice for their particular needs. And since financial concerns change over time, we frequently review your plan to ensure the long-term integrity of the strategies we put in place.

If you think our services could benefit you and your family or business, we would be delighted to meet you for a complimentary consultation. We look forward to learning about you and sharing more about the advanced techniques we can offer. Please feel free to contact us at any time.

APGNY SPECIALIZES IN WORKING WITH

• Families
• Corporate executives
• Investment bankers
• Professionals
• High net-worth individuals
• Owners of small to medium sized business