Broker Check

Strategic Partnerships

Certified Public Accountant (CPA) and Enrolled Agents (EA)

Whether insurance or financial planning focused, we use a consultative approach very similar to CPAs. We view each client as a new relationship. But our methodologies, although different are complimentary. We look to partner with CPA’s and Enrolled Agents, to create a team oriented focus on each client’s tax situation, retirement and estate plan as well as goals and objectives that can summarize their needs and wants.

Property & Casualty Organizations & Representatives

When focusing on strictly insurance needs, our vision is to help create an insurance plan that encompasses life, business, auto, homeowners etc. Teaming with specialists who can provide top level service to our client’s personal and commercial insurance needs are not only important, but vital as it is an extension of our business model, “Putting People First.”

Estate Planning Attorneys

With sophisticated Financial Planning, comes guidance. Guidance can often mean, reviewing the legal aspect of any financial or estate plan. Having key relationships with attorneys in this space not only can provide an alternate service our client’s are looking for, but to help complete the financial plan so that our client’s can rest easy knowing their families are protected and financial plans are properly created and maintained.

To learn more, please contact Jay Goodman 631-389-2338 or Rod Hurowitz 631-389-2327