RETIREMENT PLANS
We design and administer the following types of plans:
  • IRA
  • SEP/IRA
  • 401K Profit Sharing Plans
  • Defined Benefit Plans
  • 412i Fully Insured Plans
  • 419 Severance Plans
  • 403B Non Profit Plans
BUSINESS OWNER BENEFITS
We will provide counsel and design of:
  • Partnership Buy-Out Programs
  • Corporate Stock Buy-Out programs
  • Executive Bonus and Deferred Compensation Plans
  • Keyman Programs
  • Business Succession Planning
LIFE INSURANCE
Premium Finance Programs
  • Finance life insurance premiums & reinvest your cost flow.
  • Money back inexpensive term insurance programs.
  • Tax deductible life insurance for individuals & corporations.
  • Single deposit payment for lifetime coverage


With Our Assistance, Create Your Own Ideal Financial Plan

Click Here to Fill out Necessary Questionnaire

 
 
 
We design and implement custom tailored health, life, death, disability and long term care employer group programs. These group plans include self insured administered plans. (groups of 100 lives or more).
 
 
 
 
410 Jericho Tpke, Suite 100 • Jericho, New York 11753
250 West 57th St., Suite 612 • New York, New York 10107
 
   

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