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“Tailored, trusted guidance, comprehensive financial strategies ……That’s the RANDA STRATEGIES advantage “…

Collective experience. Insightful solutions. Jonathan works in collaboration with the Advanced Planning Group, which consists of a team of over 30 professionals with more than 300 years’ combined experience in law, taxation, business, insurance, finance, and philanthropy, with advanced degrees and designations including Chartered Life Underwriter®, CERTIFIED FINANCIAL PLANNERSTM, Chartered Financial Consultant®, AEP®, Juris Doctor, and Certified Public Accountant.

Jonathan can consult with this the Advanced Planning Group of knowledgeable professionals who are specially trained to listen to your goals and objectives, evaluate your current planning strategies, and offer thoughtful, researched suggestions and solutions to help optimize your financial goals.

No matter where you are, your New York Life agent can bring you and your advisors together with our consultants by phone, face to face, or in a virtual environment.

The Advanced Planning Group supports a variety of wealth strategies and business planning objectives Through our individualized case development process, we listen and understand what’s important. With our nationwide Agency network, we’ve been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives.

*Neither RANDA Strategies LLC, its staff nor New York Life Insurance Company or its Agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

 
 

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Financial freedom is available to those who learn about it and work for it. - Robert Kiyosaki