Our Services

Individual Services
Dedicated employees of a small, growing business need the security of knowing they are helping to finance their retirement. This is a key reason why some employees join one company over another. Starting a retirement plan not only helps finance your future, but it is probably the only way your employees can fund their own. Additionally, retirement fund contributions are tax-deductible as a business expense. This can mean considerable tax bill savings at the end of the year. Small business owners have several valuable options in setting up retirement programs. Much of the choices boil down to, (1) who will be eligible for the retirement program, (2) will eligible employees be able to contribute their own money to the plan? and (3) which is most important to you, the business owner—maximizing contributions or simplifying administration of the retirement plan?

We will provide you with the following services:

Financial Planning
Tax Planning
Estate PlanningFinancial Planning
Tax Planning
Estate Planning
Life Events Planning
Life insurance/ Disability Insurance
Wealth Management
1031 Exchange
REIT
Annuities Income Products
Tax Free Income Solutions
Retirement Planning
Life Events Planning
Life insurance/ Disability Insurance
Wealth Management
1031 Exchange
REIT
Annuities Income Products
Tax Free Income Solutions
Retirement Planning

We offer all new clients a free consultation to:

Obtain a detailed understanding of their financial goals;
Assess their current financial situation;
Identify potential problems and inefficiencies; and
Discuss how our financial planning services may be used to help our clients achieve their financial goals.

Office Locations

735 Street Rd Southampton, PA 18966
97 Main st. Woodbridge, NJ 07095
1501 Broadway 12 TH Floor New York, NY 10017

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