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.
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A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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When to start? Should I continue to work? How can I maximize my benefit?
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Estimate potential long-term care costs and what coverage may help address them.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Calculate your required minimum distribution amount based on your account balance and age.
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Estimate the potential monthly income your IRA balance could generate in retirement.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
An Arm and a Leg
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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.