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We have 5 areas of practice specialization:

 Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and help make sure their wealth is distributed equitably to their family and charities, rather than to the government.


Business Succession Planning:
You’ve worked hard, building a thriving business, and you’d like to see your legacy live on. We can help you create the transition plan to hand your business to the children you have working in it,  while making your other children whole as well.

The LEAP® System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better. *

SpecialCareSM Planning: A unique process built by  MassMutual Life Insurance Company, that creates a plan for families with special needs that helps maximizes financial opportunities and protection for lifetime security.

Corporate Benefit Planning: You’ve worked hard to build your business. Retaining and attracting top-flight talent is essential to your success, and we can help you design medical, deferred compensation and executive benefit plans that will give you the edge.

Our primary objective is to help families achieve financial independence and peace of mind in a complex and ever-changing world by designing strategies to enable you to achieve the goals most important to you and your love ones.

 


6800 Jericho Turnpike

Suite 202W Syosset, NY 11791
Phone: (516) 364-4203

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services.

SpecialCareSM is an program of Massachusetts Mutual Life Insurance Company. For complete details discuss with a SpecialCareSM Planner or go to www.massmutual.com/specialcare.

*We employ the Lifetime Economic Acceleration Process (LEAP) to assist clients in analyzing the
efficient use of their cash flows as part of our insurance planning practice. The LEAP process can
help clients better understand their protection, savings and growth objectives and identify existing
resources to fund the products that can help them meet those objectives.