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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What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
9 Facts About Social Security
There are things about Social Security that might surprise you.
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One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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This questionnaire will help determine your tolerance for investment risk.
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Assess how many days you'll work to pay your federal tax liability.
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This calculator compares the financial impact of leasing versus buying an automobile.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Estimate how much of your Social Security benefit may be considered taxable.
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Use this calculator to estimate your capital gains tax.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Principles that can help create a portfolio designed to pursue investment goals.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Do you have causes that you want to support with donations?
16 Wall Street Cliches in 60 Seconds
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A New Way to Look at Your Bucket List
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