Our job is to help preserve our clients’ wealth. Without proper planning and periodic monitoring, wealth can be eroded by inflation, taxes, and even natural disasters. We provide health insurance, long-term care insurance options and life insurance trusts, to helping reduce and plan for confiscatory estate taxes.

Of course, no single solution will work for every client. We begin with a comprehensive discovery process and every step of the way, we work closely with our clients to understand their goals and objectives.

Call us today – 973/863-7500 or click here to email us for your customized solution. 


Visit Us On FacebookVisit Us On Linkedin