skip to main content
Main Menu
Tradecraft Financial Group, LLC Logo
  • WHO WE ARE
    • Our Mission
    • Our Team
    • Our Services
  • HOW WE DO IT
    • Our Process
    • Common Planning Concerns
    • Our Resources
  • WHO WE SERVE
    • Our Typical Clients
  • EDUCATION
    • In The News
    • Video Learning Library
  • CONTACT

Common Planning Concerns

Through our partnership with New York Life, we offer a wide range of services to support your financial goals. We develop a deep understanding of your situation and values, and we educate you about effective solutions that can support you on your journey. Our goal is to be your go-to resource when you need financial guidance, resources, or guidance. Some of the common services we provide include:

Asset Distribution

Effective and efficient distribution of assets to heirs. Consider family dynamics when designing planning solutions.

Asset Protection

Protect existing assets from excessive tax burdens and potential undesirable future creditors.

Asset Shifting

Reposition hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended.

compliance

Life Insurance

Business Succession

Allow owners to maximize the value of the sale of their businesses to heirs, key person insiders or third party buyers.

Charitable Opportunities

Ensure that the client’s desires for charitable giving are crystallized and enabled to be continued for future generations.

Estate Equalization

Proper ownership arrangements of estate assets in order to ensure maximum estate tax benefits.


Family Income and Security

Ensure that the maximum human life value is protected. Coordinate investment objectives with risk tolerance and time horizon.


Disclosure

Joseph Auteri 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 the states of CA (CA Insurance License #0B79980), DE, FL, GA, MA, MD, NJ, NY, PA, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joseph Auteri is licensed and authorized to offer insurance in California, but Tradecraft Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Joseph Auteri 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, 6106 Jensen View Ave, Apollo Beach, FL, 33572, 484-461-4001. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, DE, FL, GA, IL, MA, MD, ME, MN, NJ, NY, PA, TX, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Auteri is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, DE, FL, GA, IL, MA, MD, ME, MN, NJ, NY, PA, TX, VA, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Tradecraft Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Tradecraft Financial Group, LLC 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.​

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

Click here

OUR LOCATION

6106 Jensen View Ave

The West Wing at Serendipity

Apollo Beach, FL 33572

Tradecraft Financial Group, LLC Logo
Tradecraft Financial Group, LLC

Joseph A. Auteri

Financial Advisor

CONTACT US

(484) 461-4001
(610) 664-7270
Joe@TradecraftFG.com
  • WHO WE ARE
    • Our Mission
    • Our Team
    • Our Services
  • HOW WE DO IT
    • Our Process
    • Common Planning Concerns
    • Our Resources
  • WHO WE SERVE
    • Our Typical Clients
  • EDUCATION
    • In The News
    • Video Learning Library
  • CONTACT
  • CLIENT LOGIN

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

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices