Our Services

We work primarily with four distinct groups of clients:

 

Young Professionals

We will help you get organized and motivated, and will work with you to create a solid financial foundation for the rest of your life.

Cashflow & savings analysis - Life insurance planning -
Disability income protection - College funding - IRAs -
Rollovers of old retirement plans

Established Professionals

You've worked long hours, paid your dues and finally established yourself. Now it's time to focus on building, protecting, and preserving all that you've worked for. In addition to the services listed above, we also provide:

      Portfolio review and diversification - Customized asset allocation - Estate Planning - Charitable giving

Business Owners

As fellow business owners, we have a keen appreciation for the blood, sweat, and tears it takes to build a business. Let us help you take your company to the next level. In addition to the services listed above, we will help you with:

Executive compensation - Buy/Sell funding - Succession planning -
Key person protection - Health insurance - Business overhead insurance - Group life and disability insurance -
401(k)s and qualified plans - Pensions - SEPs - SIMPLEs

Retirees/Pre-Retirees

Whether retirement is drawing near or already upon you, there are many vital financial issues you must deal with. We will help you address these complex topics so that you can enjoy a safer, more secure, worry-free retirement.

Retirement plan distribution strategies - Lifetime income solutions - Pension protection and maximization - Estate & Charitable Planning - Long Term Care Insurance planning

 

  

Securities offered through NYLIFE Securities LLC., member FINRA/SIPC

 

Calculators

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