We all want to accumulate and retain assets, but we often forget that the best form of financial planning is the ability to retain and protect those assets. We believe that the foundation for wealth accumulation is a financial plan that is based on protecting you and your family, your business partners and your employees. 

We can help you grow your business and meet your personal financial goals by establishing a healthy balance between your personal and professional needs.  We do this by offering a broad range of products and services:

FOR INDIVIDUALS

- Free financial plan

- Risk management (term, whole and universal life insurance)

- Income protection (disability income policies)

- Long-term care

- Special needs care (for families that have members with physical/mental handicap)

- College planning (including negotiation with colleges for lower tuition)

- Retirement planning

- Investments

- Estate and tax planning

- Wills and Trusts

- Charitable giving structures

FOR BUSINESSES

- Group health plans (including a free review of your current plan and benefits)

- Buy-sell agreements

- Employee benefits (401(k), group life/disability, fringe benefits)

- Executive compensation plans

- Business continuation plans

- Tax reduction strategies

For BUSINESS OWNERS and SELF-EMPLOYED individuals, we can set up a structure that allows the client to purchase a fully-paid, high cash value whole life policy or variable annuity for FREE. The money accumulated in the policy can then be leveraged up to obtain additional investment income.

We take pride in our personalized approach, which is geared to the establishment of a long-term relationship with our clients.  We will work with you to prepare a tailored solution that fits your specific needs.  Once the plan is implemented, we will provide periodic reviews to ensure that your financial plan is always up-to-date.

Call Christian Genitrini, CPA at 646-259-4620 or send an email at cg@amerigengroup.com