Retirement

Planning for retirement has twofold benefits — you can reduce your tax liability and ensure your livelihood and comfort in your later years. Let's help you figure out which type of account would be most beneficial for you — a 401(k), 403(b), IRA, or Roth IRA.

^. ODG ENTERPRISES, INC and  its employees, NYLIFE Securities or its affiliates does not provide tax advice. Please consult your own tax professional regarding your situation.

Insurance

Protect your family, household, and business in the event something were to happen to you. I can help you determine the best type of coverage for your specific circumstances so that you can have peace of mind.
 

This includes: 

• Disability 
• Long-term care Insurance
• Life insurance 

Investments

Make your money grow. Investing provides you with a way to supplement your retirement. But knowing how to allocate your funds is essential to yielding maximum results. We'll look at risks and returns, and which types of investments (mutual funds, annuities, IRAs, or alternative investments) make the most sense to reach your financial goals.

Work Place Benefits

As your company expands and grows, so does its needs. One of the main questions that prospective employees have before they take a new position is, “What type of benefits do you offer?” We help businesses create group benefit plans that are affordable to your company budget while helping to attract new employees and retain your current talent.

We also help you plan for future growth, prepare for taxes and develop succession plans. The services we provide include, but are not limited to:
 

• Retirement Plans
• Group Life and Disability Plans
• Buy-Sell Agreement Life Insurance
• Key-Employee Life Insurance
• Business Planning Strategies
• Employee Life Insurance

College Funding

Higher education in this country is often cost-prohibitive. So the more you plan for this expense, the better your ability to save your children from this burden. The earlier you start, the better — although it's never too late to start planning to help them.