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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Saving for College 101
Here’s a crash course on saving for college.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Beware of these traps that could upend your retirement.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding the economy's cycles can help put current business conditions in better perspective.
Read this overview to learn how financial advisors are compensated.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Making the most of surprises is a great reason to work with us.