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.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When to start? Should I continue to work? How can I maximize my benefit?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Lifestyle considerations in creating your retirement portfolio.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations? Here are three tips.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
You’ve made investments your whole life. Work with us to help make the most of them.