Our Services

Individuals & Professionals

• Investment Management**
• Personal Financial Planning**
• Small Business Retirement & Pension Planning
• Business Succession
• Estate Planning
• Charitable Gift Planning
• Asset Protection Strategy
• Long Term Care
• Insurance Planning

Corporations

• Qualified Retirement Planning
  • 401(k), Profit Sharing
• Defined Benefit Pension Plans
• Executive Compensation Plans
  • Excecutive Bonus
  • Deferred Compensation
  • Supplemental Executive Retirement Plans
  • Split Dollar
  • Group Carve-out
• Additional Group Benefits
  • Health Insurance
  • Dental & Vision Insurance
  • Life Insurance
  • NYS Disability Insurance
  • Long Term Disability Insurance
  • Short Term Disability Insurance
  • Flexible & Cafeteria Plans
  • Long Term Care
  • FSA, HRA and HSA Planning and implementation
• College Education 529 Plans