History
All too often, we see that working with different financial professionals (accountants/insurance brokers/financial advisors) contains no strategy - it only creates a collection of different financial products that don't complement each other. That is precisely why, aside from providing advanced insurance services, we provide boutique tax and investment services (through a wholly owned affiliate). This creates a comprehensive solution that puts strategy ahead of peddling products. Using a single source for all your tax, insurance, and financial needs not only makes sense - it provides you with a trusted resource that can lookout for you on all sides of the financial equation.
Specialties
We are a boutique insurance services firm that specializes in fulfilling the complex needs of the modern life insurance shopper. We don't just recommend products; we develop strategy to help our clients get ahead. We focus on the middle-class market because we feel they are most in need of the services we provide. As we only provide insurance services inside of New York, we are dedicated to serving the unique needs of local families. We are a firm that believes technology should supplement a face to face meeting - not replace it.