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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
To choose a plan, it’s important to ask yourself four key questions.
Understanding how a stock works is key to understanding your investments.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: Right Now.
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?
Smart investors take the time to separate emotion from fact.