Broker Check
Fiduciaries That Put You First Helping Employers with the Challenge of Employee Benefits Multi-Generational Relationships Happy Employees Equals Productive Employees
 

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.

Contact Us

 

Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

 

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

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

Federal Income Tax

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

View all videos arrow