CONNECT

Address:

994 Main Street
Peekskill, NY 10566

Phone:

Strategies for Businesses

Financial Planning 

 

 

 

 

 

  • Retirement Plans
  • Business Succession Planning
  • Profit Sharing Plans
  • 401(K)
  • Tax Planning
  • Investment Management Accounts
  • Charity Foundation Managment
  • 403(b)

Insurance 

 

 

 

 

 

  • Key Man Insurance
  • Spit Dollar Insurance
  • Disability Buy-out Insurance

 

Investment Services

 

 

 

 

 

  • Simple IRA
  • SEP IRA