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A Network of Services Independent First Helping Employers with the Challenge of Employee Benefits Multi-Generational Relationships
 

Caring at Our Core

Implementing and maintaining a comprehensive benefits package that is both competitive and cost-efficient requires creative strategizing and proactive management. For many business owners who are already juggling countless responsibilities, this can seem impossible. At Westchester Benefit Group, our goal is to help make the impossible possible by providing group benefit services to businesses of all sizes. Our team of advisors collaborates to craft plans that are right for you, your organization, and your employees.

We also offer comprehensive individual wealth management services and are motivated by helping others succeed. For more than 30 years, our goal of alleviating our clients’ financial stress so they can spend more time with the ones they love has never wavered. Contact us today to get started.

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Helpful Content

Where Is the Market Headed?

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Investment Strategies for Retirement

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There are a number of ways to withdraw money from a qualified retirement plan.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Do you know these three personal finance sayings?

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Learn how to harness the power of compound interest for your investments.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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