Experience

J&G Associates

• United States
• Financial Services
• 1 - 100 Employee

• President

  • 1981 - Present

  2 Park Ave. Suite 300 New York, NY 10016 You’re used to being prepared, and you know that planning and organizing are potential keys to success. You owe it to yourself and your family, then, to make sure you’ve examined all aspects of your financial life. That’s where J&G Associates comes in. We can help you customize solutions designed to help you meet your goals, regardless of their size, scope, and no matter how close you are. Individual Planning: • Insurance Needs - Life, Disability, and Long - Term Care • Estate… Show more You’re used to being prepared, and you know that planning and organizing are potential keys to success. You owe it to yourself and your family, then, to make sure you’ve examined all aspects of your financial life. That’s where J&G Associates comes in. We can help you customize solutions designed to help you meet your goals, regardless of their size, scope, and no matter how close you are. Individual Planning: • Insurance Needs - Life, Disability, and Long - Term Care • Estate Planning • Financial Needs Analysis • Income Protection • Asset Allocation • Pension Planning • Supplemental Retirement Income • Survivor Income • Wealth Accumulation Business Planning: • Business Continuation strategies • Business Overhead Expense • Buy-Sell Agreements • Informal Business Valuation • Life Insurance and Disability Buy - Out Insurance • Key Person Life Insurance Employee/Employer Benefits: • Pension Plan, Profit Sharing Plan/401(k), 403(b), SEP & Simple IRAs • Group Insurance Benefits - Medical, Dental, Long - Term Disability, Life and Vision Plans • Financial Planning for Employees • Voluntary Employee Benefits - Life, Long - Term Disability and Long -Term Care Insurance Show less