Our Services

Real Estate, Life Insurance & Taxes

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

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– 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.

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– 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.

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– 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 rite Credit solution for your needs!

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

Additional Services

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

Special Needs Planning & Resources:

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Special needs & Exempt trusts

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Public benefit programs

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Support groups

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10 Mistakes to avoid

College Planning Services and Resources:

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Grants

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Financial aide

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State specific savings plans

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College funding secrets

 Protection Blue :

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457 review

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Pension Max planning

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Critical Injury & Sickness insurance

Getting ready to retire :

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Annuities

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Rollover company retirement plan

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Medicare Advantage Plans

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Review my life insurance

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Long term care Insurance

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Update my Will & Trust

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Legacy Planning for your grandchildren

Teachers Pension :

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403B review

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TDA review

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Pension Max planning

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Benefit plan enhancement

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Nominate a life Changer

 First Responder Programs :

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Benefits for Volunteers

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Critical Injury & Sickness insurance

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NJ State Fireman Association

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Create your own pension

w2 Employee 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.

Contact

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