Our Services


Real Estate, Life Insurance & Tax planning

Create or strengthen your real-estate portfolio by using a tax free environment to conduct business.

– 1031 exchange & alternatives
– Failed 1031 deduction program
– 412 (e) 3 & traditional defined benefit plans
– 1035 exchange
– Death Benefits
– Self Directed IRA
– Income for life Strategies

Rental & Income Protection Plans

Make sure your income does not stop if you or your tenants are unable to work.

– Tenant portfolio review
– Short term Disability insurance
– Long term Disability insurance
– Critical Illness policy
– Workplace benefits review
– Tax return review

Mortgage & Asset Protection

Protect your Real-Estate along with any other important assets properly.

– LLC / S-Corp / C-Corp
– Trust
– Life insurance review
– Homeowner policy review
– Landlord policy review
– Builders Risk policies
– Insure other assets

Credit Services

Improve your ability to leverage other people’s money. Find the right credit solution for your needs!

– Improve your personal score
– Remove erroneous Items
– Consolidate Debt
– Create a budget
– Increase your credit limits
– Build business credit

Other Services

Send us a message if you want more information on any of these topics

College Planning & Resources:



Give your children a head start. Learn about grants, financial aid & savings strategies in our free College Funding Workshop

Pick up a copy of College Funding Secrets on our Book Club Page

Pension Max Planning:



Benefit plan enhancement workshops include Protection Blue 457 review for law enforcement Teachers Pension 403B & TDA review & NJ State Fireman Association approved plans & Benefits for Volunteers

Special Needs Planning & Resources:



Learn about Special needs & exempt trusts, public benefit programs and how to retain government benefit eligibility for your loved one in our free Special Needs Coach workshop

10 Mistakes to Avoid – Free Download

Getting Ready To Retire:



Attend our free Social Security Seminar & learn your options when rolling over company retirement plans, purchasing Medicare Advantage Plans & Long-Term Care Insurance. Find out if you need to update your will or move things around to create a Legacy Plan for your grandchildren. Get your complementary personalized SS options report now!

Business Services

Voluntary Benefits

Payroll deducted benefits for your employees and tax benefits for your business. Free for you & great for them!

Group Life Insurance Plans

Offering life insurance to your team will increase retention and improve your bottom line.

Group Health Insurance

A good health plan can be the determining factor in your recruiting process.

Employee Pension plans

Set up a traditional 401k or new age Voluntary Participation Plan and keep your team fully engaged in the big picture.

Executive Bonus Plans

Reward outstanding performance & increase your profits!

Key Person Insurance

Keep your business running even if you lose an employee that is essential to the productivity of the business.

Buy Sell agreements

Keep your business safe from an unwanted partnership with your current business partners spouse or next of kin.

Accounting Services

Make sure you books are being well kept and audit your business returns.