Our Firm

...helps businesses, both large and small, in the following areas:

  • Providing qualified and non-qualified retirement benefit plans.

     
  • Establishing deferred compensation and salary continuation programs to protect and reward highly valued employees.

     
  • Implementing financial programs that address the needs of key executives.
  • Providing an analysis of existing benefit plans for the purpose of helping employers design and implement a voluntary benefit package that enhance the cost effectiveness and appeal of employer-provided programs.

     
  • Ongoing communications with employees and employers. 

     
  • Conducting in-house seminars to address financial topics and strategies directly impacting today’s employees.

     

CORPORATE SERVICES

 

  • IRC Section 162 Bonus Program
     
  • Split-Dollar Arrangements
     
  • Salary Continuation Programs
     
  • Executive Carve-Out Programs
     
  • Buy-Sell Agreement Funding


    CORPORATE PRODUCTS
    • Voluntary Permanent Life Insurance (VPL)
    • Voluntary Disability Income Insurance

       
    • 401(k), 403(b), profit-sharing plans, pension plans, IRAs, non-qualified supplemental pension plans, and other voluntary retirement savings programs
       
    • Key Person Insurance

       
    • Business Overhead Expense Policies

       
    • Health, Vision, and Dental Insurance*


      *       Some health insurance products offered by unaffiliated insurer through MetLife Enterprise General Insurance Agency, Inc. (EGA), 300 Davidson Avenue, Somerset, NJ 08873.  EGA is a MetLife, Inc. company.

       

    We also help individuals achieve their financial goals in the following areas:
     


    INDIVIDUAL SERVICES

    • Creation of an investment portfolio

       
    • Review existing financial situation.

       
    • Orderly tax-efficient transfer of wealth between generations or to charitable and civic organizations through complete estate analysis

       
    • Design implementation and monitoring of retirement plans

       
    • College funding planning for children and grandchildren

       
    • Investment, wealth accumulation, and asset allocation strategies.

       
    • Analysis of employer-provided benefit programs

       

    INDIVIDUAL PRODUCTS

    • Life insurance

       
    • Disability Income Insurance

       
    • Financial Planning Services**  


        **offered by qualified financial planners of MetLife Securities, Inc., a Registered Investment Adviser.

       
    MetLife and its representatives do not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance

     

    		•