New York Life and NYLIFE Securities LLC - Ben Batiste

About Us

Trusted by Families, Business Owners, Veterans & Engineers Who Want to Make Smarter Financial Decisions

For those who value clarity, efficiency, and long-term security — welcome.

Many people I meet are doing some of the right things, but not in the most coordinated or tax-efficient way. And it’s not their fault — the financial world wasn’t designed to be simple.

That’s why I created the Financial Efficiency Blueprint, a no-pressure, education-first strategy session built around your specific goals.

Here’s what it includes:

A full audit to identify gaps, inefficiencies, and overlooked tax opportunities

A clear explanation of how your income, investments, and savings actually work together

A personalized roadmap to improve outcomes, without needing to “buy” anything

This isn’t about chasing trends or pushing products. It’s about helping good people make better-informed decisions using data, proven strategies, and insight from years of experience working with professionals, service members, and families alike.

If you’ve been looking for real expertise without the jargon or sales pitch, this is it.

Sessions are limited to ensure quality and personal attention.
Reach out if you’d like to reserve a spot or simply learn more.