Henry Montag is an Independent Certified Financial Planner in practice since 1976 with offices in Long Island and New York. He is a principal of The TOLI Center East, which provides independent fee-based performance evaluation for private trustees, their advisers and institutional trustees regarding the protection of private or trust-owned life Insurance.
He has had articles published in various publications including those of the New York State Bar Association, NYSSCPA’s Tax Stringer, Tax Facts, National Conference of CPA Practitioners, and Suffolk County Women’s Bar Association. He has lectured extensively on the proper utilization of financial products to protect and preserve assets to the New York State Bar Association, the New York State Society of CPAs, The American Institute of CPAs and the National Conference of CPA Practitioners.
He has been a source for The Wall Street Journal, Investor’s Business daily, Investment News, Newsday, Long Island Business News and featured in Financial Planning Magazine.
He has also appeared on Fox News, News 12, Wall Street Week TV, and FIOS Money & Main Street. He has co-authored a book for the American Bar Association, (ABA), titled: “The Advisors’ & Trustees’ Guide to Managing Risk and Avoiding a Client Crisis” (Release Sept 2016).
Henry Montag, CFP, CLTC
The TOLI Center East