Our Leadership
Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
Approved by the NY State Dept of Motor Vehicles
Client Services
Latest News
Taxation On The Sale Of A Home
For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our overall financial outlook. One of the largest planning op...
Read More of this ArticleLife After Debt
If you find yourself in trouble financially, there are usually no easy answers -- but there are many ways out for those willing to commit to changing their financial habits.
Your abili...
Read More of this ArticleDisability Statistics
Disability Statistics
Disability can happen to anyone, it's more common than you think.
There are over 51 million Americans that are classified as disabled, representing 18 percen...
Read More of this ArticleTaking The Mystery Out Of Capital Gains
Under the recently enacted Jobs and Growth Tax Relief Reconciliation Act of 2003, generating long term capital gains or acquiring dividend income could be two of your big opportunities ...
Read More of this ArticleImplementing A Cafeteria Plan
Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to se1ect the benefit programs they prefer.
The plan offers two or more option...
Read More of this ArticleDetermining Your Life Insurance Coverage Needs
Like auto insurance coverage, it is sometimes difficult to see the true value of life insurance coverage until you actually need it. In the meantime, the only way you will feel comforta...
Read More of this ArticleGet a Quote
Smarter Decisions
Our clients’ financial security & quality of life deserve the dedication, expert advice & personal attention.
Lifelong Protection
Affordable Term insurance and permanent coverage we have options to fit your needs.
Specialized Advisers
Who offer personalized solutions of high quality products and retirement planning services.


















