
New York Life and NYLIFE Securities LLC - Ben Batiste
Categories
Financial AdvisorsInsurance
Hours:
MON- FRI - 8:00AM - 6:00PM
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.
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
Rep/Contact Info

Ben Batiste
- Phone: (720) 793-2234
- Send an Email
- 2000 S. Colorado Blvd Tower 2, Suite 1100 Denver CO 80134