CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

Providing Strategies for Executives and Business Owners to accumulate, plan for and protect their future – so that retirement reflects a lifestyle befitting their level of success.

Through our relationship with Corporate Endowment Solutions, we focus on executive and corporate plan designs, asset and accumulation management – from executive life income plans, to programs for companies seeking to recruit, retain and reward top people:

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CORPORATE BENEFIT PLANS FOR EXECUTIVES

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KEY PERSON INSURANCE

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BUSINESS SUCCESSION PLANNING

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TAX-FAVORED PLANNING STRATEGIES FOR INDIVIDUALS AND ENTITIES

What’s Your Life Income Plan?

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Life Income PlanSM (LIPSM) is a service mark owned by Corporate & Endowment Solutions, LLC (CES).
Corporate & Endowment Solutions, LLC is not owned or operated by AXA Advisors or AXA Network.