Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

INSURANCE PRODUCTS

  • Life Insurance
  • Term Life
  • Whole Life
  • Universal Life
  • Short Term Disability
  • Long Term Disability Income Insurance Protection
  • Long Term Care Insurance

INVESTMENT PRODUCTS

  • Mutual Funds/ Indexed Funds
  • Variable Annuities
  • Fixed and Equity Indexed Annuities
  • Securities Brokerage Services
  • Unit Investment Trust UIT
  • Money Market

RETIREMENT PLANNING

  • IRA'S, 403(B), ROTH IRA, ROTH 403(B)
  • Pension Maximization Strategies Using Life Insurance
  • Retirement Needs Analysis
  • Estate Planning
  • Retirement Income Planning

EMPLOYEE BENEFIT PRODUCTS

  • Group Life Insurance
  • Group Disability Insurance
  • Pension, Profit Sharing and 401(K) Plans
  • Single K, SEP IRA and Simple IRA Plans
  • Payroll Deduction Plans

COLLEGE FUNDING PRODUCTS

  • NY 529 college savings plans
  • College Cost Analysis and Strategies
  • EFC (Expected Family Contribution) Projection
  • Analysis of Investments and Alternatives
  • Financial Aid Analysis
  • FAFSA and CSS Profile coaching
  • College Debt & Student Loan Planning