Would You Want to Live a Tax-Free Life?

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Could Your Estate Plan Do More for Future Generations?

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How would you pay for a long-term care event?

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Is Your Life Insurance Policy Worth More Than You Think?

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Our Specialty Services

We have guided many individuals, professionals, closely held companies, and organizations to new financial opportunities.

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Life Strategies

Grants wealthy families the ability to leverage a life insurance policy that provides liquidity for estate taxes.
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Long-Term Care

Insurance coverage to help cover the cost of long-term care providers and support services as you age.
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Life Settlement

Is your life policy no longer needed or unaffordable? Consider your options before letting it lapse.
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Innovative Solutions

We have helped a broad range of clients with a variety of innovative solutions.

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Strategic Solutions for Every Professional and Organization

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Medical Practice

Income protection plans. Unique tax-free retirement plans.

  • Law Firm

    Kai-Zen tax-free retirement planning. Turn unneeded life insurance into cash. Income protection plans.

  • Family Business

    Key man coverage. Unique tax-free retirement plans.

  • Estate

    Estate preservation. Eliminating or discounting the cost of transferring wealth.

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Non-Profit Group

Supplemental tax-free retirement benefits.

  • Closely Held Corporation

    Supplemental executive benefits.

Client Feedback

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A. ESPOSITO, DO

OSTEOPATHIC PHYSICIAN

"Ira helped guide me through some very important life decisions that would affect my family's financial future. Turns out they were the right decisions. Thank you for all that you did for us."

Z DUPONT

DUPONT FOUNDATION

Nobody knows the financial services business better than Ira. His priority is always his clients and how they can benefit from his knowledge and wisdom. I know I have. There’s Ira, and then there’s everybody else!

N SONENBERG, CPA, PARTNER

MARKS PANETH LLP

Great meeting and working with you for the benefit of my client.

P BELLOFF

ATTORNEY AT LAW

I have been with Ira since the beginning. Just a really fine person. He always made my clients feel like they were his only clients. If I have a question, he’s just a phone call away. Hey, he even returned my calls while on vacation!

Personal Attention, Every Step of the Way

Whether it's an in-depth review of your current plan or promptly returning your telephone call, we respond to your needs with personalized attention.