About Us
Planning Futures
We have 50 years of experience helping clients provide quality employer sponsored benefits for their employees.
- Creative Plan Design for 401(k), Profit Sharing Plans and Pension Plans
- Retirement Administrative Services
- Pension Consultation Services
- Retirement Planning
- Section 125 Cafeteria Plans
- Group Medical Insurance
- Group Dental
- New York State Disability; Long and Short Term Disability
As an independent financial services firm, we can access many different products so you can get the right products and services for your company.
Comprehensive Approach
We use proven strategies designed to meet your financial objectives and maximize the benefits you offer. Our goal is to assist you in meeting your company's objectives.
Committed to Service
Every successful partnership starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long and short-term strategies that will help you realize your financial dreams.