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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 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

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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The Cost of Procrastination

The Cost of Procrastination

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Caring for Aging Parents

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Retirement Income and the Traditional Portfolio

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The ABCs of Zero Coupon Bonds

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

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This calculator helps estimate your federal estate tax liability.

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

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Retirement Plan Distributions

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Principles of Preserving Wealth

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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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There’s an alarming difference between perception and reality for current and future retirees.

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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.

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Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Social Security: By the Numbers

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