New York Life and NYLIFE Securities LLC - Ben Batiste

New York Life and NYLIFE Securities LLC - Ben Batiste

Categories

Financial ProfessionalsVeteran Owned Business

About Us

Helping Families, Business Owners, Military, and Engineers Build Wealth & Reduce Taxes

Struggling to make sense of your finances? Tired of feeling like your money could be working harder for you?

The Financial Efficiency Blueprint is a complementary, education-first strategy session designed to help you:
• Identify tax-saving opportunities
• Optimize your income, savings, and investments
• Gain clarity around your financial future
• Create a personalized strategy — without pressure or sales pitches

What You Get:
• A complete discovery audit of your finances
• Tax-smart wealth strategy insights
• A custom blueprint tailored to your goals
• 100% education-focused

Limited Spots Available Each Month.
Book your session today before slots fill up!

Highlights

  • Strategic wealth guidance focused on tax efficiency
  • Helping clients reduce tax exposure and preserve long-term wealth
  • Risk-managed plans designed to withstand market uncertainty
  • Transparent, data-driven guidance tailored to your financial goals
  • Solutions to help protect what matters most—now and in the future

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Rep/Contact Info

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Ben Batiste
Financial Services Professional