Broker Check

Rick Bloom, CFP®, RICP®

(914) 288-8929

Strategies

Our firm is committed to providing comprehensive financial strategies for you, your family and your business.

Business Owner Strategies

Employment Benefits

  • Major Medical*
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration

Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Person Training
  • Split Dollar Arrangement

Personal Strategies

  • Life and Disability Income Protection
  • Long Term Care Insurance
  • Money Management
  • Wealth Accumulation
  • Wealth Distribution
  • Retirement Planning
  • Estate Planning

Additional Planning Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving

* Neither Guardian nor its subsidiaries issue Major Medical Insurance.

 
 

Have A Question?







Thank you! Oops!

Recommended Content

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Infographic: Women Are Financially Savvy

Women are financially savvy. Yet, there are still unique challenges working against women in retirement.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.