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
The ABCs of Financial Literacy
What’s your plan and is it in alignment with this?
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
An inside look at how marginal income tax brackets work.
Like it or not, taxes are part of life. Understanding them could help your tax-saving strategy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
It's important to make sure your retirement strategy anticipates health-care expenses.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are hundreds of ETFs available. Should you invest in them?
There are three things to consider before dipping into retirement savings to pay for college.