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Advanced Planning Group


The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance strategies. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Ben Brockman can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

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2202 Timberloch Pl,
Suite 116
The Woodlands, TX 77380

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Office: 832.982.2031
Fax: 832.982.2048

ben@brockmanassociates.com

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

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  • ABOUT US
    • Our Team and Partnerships
    • Who We Serve
  • SERVICES
    • Our Approach
    • Our Process
    • Second Opinion Service
  • CONTACT US
  • CLIENT LOGIN
    • Client Dashboard
    • My NYL Portal
  • Book an Appointment
Disclosure

Benjamin Brockman is an agent 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 agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.

Benjamin Brockman is a Registered Representative of and offers 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, 2202 Timberloch Pl Ste 116, The Woodlands, TX 77380, 832-982-2031. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Benjamin Brockman is also a Financial Adviser 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 adviser and Eagle Strategies LLC are properly registered.

Brockman & Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Brockman & Associates 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.

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