Who We Are
We are a team of highly-qualified professionals ready to help you with your group benefit and wealth management needs.
Who We Serve
We work with a diverse range of clients, including business owners, young professionals, executives, and families.
What Sets Us Apart
Our independent strategies are client-focused and tailored to fit your needs.
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.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Learn a little about worldwide currency in this fun infographic
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Building wealth requires protection from the forces of wealth destruction.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
It's easy to let investments accumulate like old receipts in a junk drawer.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Would you guess that Millennials are effectively saving for retirement? Well, they are.