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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

6 Steps to Rewire the Mind-Money Connection

Every new year brings promise, but sometimes this annual ritual can feel more like Groundhog Day. You start the year determined to keep your resolutions, but before too long, you default back to bad habits.

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.