INSURANCE

PLANNING

STRATEGIES

THE TEAM
>> Jason Kolinsky, CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
>> Maria Tringali, Director of Insurance
>> Steven Kolinsky, CLU, ChFC, Managing Member & Founder
>> Connie Poveromo, Executive Assistant

Investment Advisory ServicesEstate Transfer PlanningRetirement Plan ConsultingComplete Financial PlanningInsurance Planning Strategies

Insurance Planning Strategies

Our proven professional expertise is leveraged by access to highly specialized teams. Our team consults with specialists in such areas as tax law and complex accounting issues.

We provide comprehensive information and guidance in such wealth management areas as:

>> Protecting assets and preserving wealth
>> Help mitigate income taxes
>> Managing risk
>> Managing cash flow
>> Life insurance planning
>> Coordinating estate distributions
>> Managing family business succession planning
>> Maintaining control over personal financial affairs
>> Establishing leveraged funding strategies
>> Implementing annuity arbitrage
>> Increasing charitable giving potential

 

Please note, securities involve risk, and there is no assurance that they will achieve their investment objectives. Past performance does not guarantee future results.

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