Our Services
Jesse Dogillo specializes in providing financial advisory services and counseling to private individuals and small business owners. He has over 30 years of experience - A boutique firm, with local clients, he emphasizes personal service.
Business and Employee Benefit Planning:
- Arranging pension and 401(k) plans
- Developing non-qualified executive deferred compensation plans
- Providing group life, disability, and health plans
- Assisting with buy-sell agreements and succession plans
- Risk management and insurance
- Key person life insurance
Personal Financial Planning:
- Analyze your financial picture
- Provide guidance in developing financial goals
- Develop, implement, and regularly review plans for achieving those goals
- Income Tax Planning
- Investments and Money Management
- Retirement Planning
- Risk management and insurance
- Real Estate & Financing Services
Estate Planning:
- Protecting your family’s future
- Conserving estate assets
- Using trusts effectively
- Minimizing estate taxes