As a preferred provider for Financial Services with the Women’s Bar Association of the State of New York, Prudential Financial will work with you to help you “Protect Your Practice”. Together, we break down your complex decisions as an attorney/business owner into small manageable steps to help you:
- Learn about the tax advantages of retirement plans available to business owners
- Explore customized strategies to determine and mitigate risk
- Review your investment portfolio to help ensure your allocation, diversification, and returns meet the needs of you and your business
At AXA, we understand that women see things through a unique lens, especially when it comes to their wealth and financial planning, We welcome the opportunity to partner with you to create customized solutions based on your goals, resources and point of view.
For more information about how Prudential Financial can help you “Protect Your Practice”, please Contact James Licata at 914-720-3337 or visit the website at www.licatajames.com.