How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
A Message from our Executive Leadership
Our undying commitment to you.
To provide for those you love, when they need it most. To grow your wealth in both, present and future. To provide you with maximum value at minimal risk. To protect you from the risks associated with, dying too soon, living too long and the hazards in between. To guide you through the road of life without the risks of life. To guide you to a path of maximum potential, success and security.
Abraham S. Ekstein, President & Chief Operating Officer
Shrage Posen, Chief Executive Officer
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A look inside the U.S. government's statistics on household net worth.
A quick look at how federal income taxes work.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Learn how to harness the power of compound interest for your investments.
Have you explored all your options when it comes to managing your taxable income?