Financial Planning | Succession Planning

We address the needs and goals of business owners through customized compensation and benefit plan designs, as well as business succession planning. Our corporate services may include:

Entity Planning
Short-Term Compensation, and Intermediate & Long-Term Incentive Planning
All Defined Contribution Plans including SIMPLEs, SEPs, 401ks and Profit Sharing Plans
Defined Benefit Pension Plans
Elective-based / Voluntary programs and Supplemental Insurance Plans
Multi-Life Long Term Care (LTC) & Disability Insurance (DI) Plans
409(a) Deferred Compensation Plans (DCPs)
Supplemental Executive Retirement Plans (SERPs)
After-Tax Insurance Based Retirement Plans
Captive Insurance Company review, implementation and support services
Buy/Sell Planning & Key Man Life Insurance
Business Continuation Planning

We want to help you put all the pieces of the financial planning puzzle together. Contact us today to learn more.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

admin@kmcg.com | 914-208-2121

Services for Businesses

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.