Our Services

Retirement Services

Law Enforcement Retirement Planning

NYS Teachers Retirement

General Retirement Planning

Financial Planning

Law Enforcement Financial Planning

IRAs & Roth IRAs

Roth Conversions

Partial Lump Sum Payment Options

457 Rollovers

401(k) Rollovers

Insurance

Term Life Insurance

Investment-Grade Life Insurance

Disability Insurance

Long Term Care Insurance

Business Overhead Insurance

Investments

Individual Stocks

Individual Bonds

Exchange Traded Funds

Managed Accounts

Variable Annuities

Fixed Annuities

Corporate

Company 401(k)s

Business Overhead Insurance

Taxes

Tax Preparation

Tax Planning & Mapping

College Planning

529 College Plans

Advanced College Plants

CSS Profile Completion

FASFA Completion