Our Services

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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Comprehensive Financial Consulting

Executive Benefit Plans

Retirement Planning

Estate Conservation Strategies*

College Funding Strategies*

Tax Planning

401(k) Planning

403(b) Planning

Money Purchasing Plans

Profit Sharing Plans

The Benefits of Financial Planning


Group Health, Life & Disability Income Insurance Plans

Life Insurance

Disability Income Insurance

Long Term Care Insurance

Business Owners

Growth, Exit and Succession Planning

Tax Mitigation Strategies

Workplace Financial Wellness Programs

Shareholder/Buy-Sell Agreement Planning

Executive Compensation Consulting

Non-qualified plans

Coordinating Corporate Dollars

Hedge Funds

Key-Person Protection

Executive/Employee Benefits

Creative Business Planning

Through Relationships With Property & Casualty Agents, Our Hedge Fund Clients Have Access To: Directors & Officers And Errors & Omissions Liability

*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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

evan@therosscompany.net  |  914-631-1133