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
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?