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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Rightsizing for Retirement
What does your home really cost?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.