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How We Do Business

Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Can Offer You

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

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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

Helpful Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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