Over 100 Years of Combined Experience: INVESTMENTS
Managed Accounts
Mutual Funds
Individual Stocks & Bonds
Annuities (Fixed or Variable)
Brokerage Accounts
Individual Retirement Accounts
529 Plans INSURANCE
Life (whole, variable, universal, & term)
Long Term Care
Disability
Business Overhead Expense GROUP BENEFITS
Life
Short & Long Term Disability
NYS DBL
Long-Term Care
Health
Dental
Flexible Benefit Plans (IRC Sect 125) |
QUALIFIED RETIREMENT PLANS
Pension
Profit Sharing Plans
401(k)
SIMPLE IRA EXECUTIVE/KEY PERSON
Supplemental Executive Benefit Plans
Deferred Compensation
(Split Dollar Insurance, Bonus 162 Plans)
Key-Person Coverage OTHER
Wealth Management Strategies
Estate Analysis |
