Broker Check

Services we provide

Personal Wealth Management

  • Capital Preservation
  • Objective Investment Management
  • Wealth Transfer
  • Retirement Income Planning
  • Charitable Planning 
  • Tax minimization strategies
  • Medicaid and Medicare planning
  • Required Minimum Distribution Planning
  • Rollover IRA and Retirement Plan Analysis

Financial Planning

  • Help you define your financial goals
  • Create and monitor an Action Plan to pursue your goals
  • Help create your Estate Plan and work with your attorney to complete the legal paperwork
  • Provide strategies to help minimize your income, estate, and capital gains income tax
  • Monitor your progress in accomplishing your financial goals
  • Provide referral to other professionals as needed - like a tax preparer or attorney
  • Provide guidance on charitable giving and setting up charitable trusts if needed

Business Planning

  • Retirement Plans including 401(k), 403(b), Defined Benefit, and Simple and SEP IRAs
  • Group Health, Disability, Life and Long Term Care Insurance
  • Short Term Disability (mandatory insurance within NY State)
  • Non-Qualified Deferred Compensation
  • Stock Options and Restricted Stock Units
  • Succession/Buy Sell Planning
  • Key Person Insurance