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.
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
Helpful Content
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.