(201) 345 5252
Our Expertise
We specialize in personal lines of insurance and investment products to bring tailored
solutions to families and business owners in the areas of risk management, retirement
planning, estate planning, executive compensations and employee benefits.
Personal Financial Planning
Get Your Financial Freedom
- Plan and save for retirement: 401k, IRA, Annuities
- Save for your children´s education: Universal life insurance and 529 plans.
- Protect your income: life and disability insurance.
- Keep track of your investments: Real estate, stocks, bonds, etc
- Protect your assets from creditors and the government: Wills and trusts.
- Minimize your tax liability: Tax planning and consulting.
Commercial Insurance
Property Insurance:
Protect your buildings machinary and equipment from damage, loss or theft
Liability Insurance:
Protect your bussiness against claims and lawsuites.
Workers Compensation:
Required by law if you have employees
Retirement Planning
401(k): Savings plan for businesses.
IRA's: Plans for individuals and the self employed.
Self directed IRA: (New!)
For private investments in real estate and private ventures.
Indexed annuities: (New!)
Self funded pension plan, with guaranteed principal, potential higher return and income for life.
Personal Insurance
Traditional Life insurance
Provide income security for your family or business if you are no longer to care for them.
Life insurance as a tax savings vehicle to use while alive
Use life insurance as a tax savings vehicle for your retirement, college savings and transfer of assets. Benefits for disability or long term care are also available.
Disability insurance
Provides personal or business income replacement in case of illness or accident.
Accounting
Tax preparation:
Personal income tax.
Business income and sales tax
Bookkeeping:
Personal and business accounting records
Payroll:
Checks and paystubs
Payroll taxes and reporting
Debt Solutions
Bankruptcy
Mortgage Modification