Retirement & Estate Planning Services

Our Firm has expertise and retirement specialists certified by the College for Financial Planning.  These services are offered on either an hourly consultation basis or as part of a complete plan package.  They include, but are not limited to the following:
Estate tax planning
Financial and investment advisory services
Retirement planning
           o Planning for young families that focus on a targeted savings plan
           o Planning for those nearing retirement with a focus on maintaining cash flow through the duration
Company retirement plan review, management and new plan proposals 
           o Defined Contribution Plans
           o Defined Benefit Plans
           o Paired Plans for the entrepreneur and small business owners
Retirement plan audits

Talk to us!

(212) 730-1112