What we Do

Do what you do best, leave the rest to us

Business plans, benefit plans, insurance, big, small, solo, we can help you figure out and manage what you need for your business so you can focus on why you started it in the first place.

We Cover:

  • Business plans
  • Business strategy
  • Employee benefits plan
  • 401(k)
  • 403 (b)
  • 457(b)
  • Executive compensation plans
  • Life insurance
  • Health insurance
  • Disability insurance
  • Business insurance
  • Business succession plan
  • Empty span for better design

Make sense of your money

Contact Us


P.O. Box 390
Mt. Sinai, New York, 11766