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.
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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 Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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This article examines one's options when receiving a work bonus or other financial windfalls.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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See how much you may need to save now to cover future college costs for your child.
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See how inflation over time could affect the purchasing power of your retirement income.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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Behavioral Finance
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Retiring the 4% Rule
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Estate conservation is too important to put off. Do you have a smart exit strategy?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.