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RETIREMENT/ESTATE PLANNING


One of the nice perks of being self-employed or a business owner is that you don't HAVE to retire. You're a doer. You like to make decisions and see results. But maybe someday -- perhaps when you're 65, 75 or older - you just might WANT the option to trade the fun and frustration of work for golf, gardening, vacationing with the grandkids or sitting back and relaxing with family and friends. Just as important, you also want to have all your ducks in a row, so to speak, when it comes to making sure your loved ones are well provided for in the future. Neither of these goals just happens. They are the result of decisions you make today. That means retirement planning and estate planning – mapping out a strategy to create options for you and for your family. Fortunately, there are more retirement and estate planning choices available today than ever before for business owners and those self-employed. We are here to help you begin the process of planning. As the old saying goes: Those who fail to plan...fail.

For more information about NYLIFE Securities LLC and its investment professionals.

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WCG logo color
  • WHO WE ARE
    • Our Team
    • Our Designations
    • Our Alliances
  • WHAT WE DO
    • Our Process
    • Clients We Serve
  • AREAS OF EXPERTISE
    • Wealth Management
    • Personal Planning
    • Business Strategies
    • Solutions for Physicians
    • Financial Planning
    • Employee Benefits
    • Business Exit Planning
  • CLIENT EDUCATION
    • Combined Video Library
    • About The Nautilus Group
    • Concepts and Strategies
  • CONTACT US
  • CLIENT LOGIN
    • Personal Planning Dashboard
    • American Funds
    • Mainstay Funds
    • Eagle Strategies/NYLIFE Securities
    • New York Life
Disclosure

Joseph Brida, Paul La Cava, Mark Heinemann, Keith Macpherson, and Drew Schmidt are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Joseph Brida, 520 Broadhollow Rd, Melville, NY 11747, 631-391-2915.
Paul La Cava, 520 Broadhollow Rd, Melville, NY 11747, 631-391-2911.
Mark Heinemann, 520 Broadhollow Rd, Melville, NY 11747, 631-391-2991.
Keith Macpherson, 520 Broadhollow Rd, Melville, NY 11747, 631-391-5883.
Drew Schmidt, 520 Broadhollow Rd, Melville, NY 11747.

Joseph Brida, Paul La Cava, Mark Heinemann, Keith Macpherson, and Drew Schmidt are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Wealth Conservation Group, Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Wealth Conservation Group, Inc. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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