Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Comprehesive Financial Consulting
Executive Benefit Plans
Estate Conservation Strategies*
College Funding Strategies*
Money Purchasing Plans
Profit Sharing Plans
The Benefits of Financial Planning
Group Health, Life & Disability Income Insurance Plans
Disability Income Insurance
Long Term Care Insurance
Growth, Exit and Succession Planning
Tax Mitigation Strategies
Workplace Financial Wellness Programs
Shareholder/Buy-Sell Agreement Planning
Executive Compensation Consulting
Coordinating Corporate Dollars
*We will work with you and your tax and legal advisers to help you select the most appropriate product strategies to suit your specific needs and circumstances.
firstname.lastname@example.org | 914-631-1133