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
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
An inside look at how marginal income tax brackets work.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
To choose a plan, it’s important to ask yourself four key questions.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
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
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’s an alarming difference between perception and reality for current and future retirees.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
Recent changes in estate tax laws could affect the strategy you have in place.
Here are five facts about Social Security that might surprise you.