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Financial Services Information

Financial Services

 

Albany, Schenectady, Troy, Saratoga, NY

Ten Eyck Group Financial Services employs professionals who are experts in the area of financial planning, dedicated to assisting you in guaranteeing your future and the future of your business.

Whether it is protecting your business against the loss of a key employee or in designing ways to finance buy-sell agreements between partners, we offer new and innovative ideas for funding your needs. Our financial services group will guide you and your company with experience and a proven record of success.

We also understand the complexity and volatility of estate planning. Our professionals will design plans to protect your loved ones in the event of an untimely death and ensure that your estate passes to your beneficiaries in the most expeditious manner. We understand the importance of such issues as helping your surviving family maintain a certain lifestyle, dividing and distributing your estate equitably, reducing or eliminating gift and estate taxes and solving liquidity needs.

Our commitment to superior service and long-term client relationships as well as our more than 30 years of experience in the life insurance industry has proven our ability to of achieve our clients’ goals and out-perform our competition. We have the solutions that fit your financial and family needs.

ESTATE PLANS

  • Life Insurance
  • Disability Insurance
  • Income Replacement
  • Long-Term Care Insurance
  • Estate, Tax, and Charitable Planning
  • Gifting

BUSINESS CONTINUATION PLANNING

  • Business Loan Protection
  • Business Overhead Insurance
  • Buy-Sell Agreements
  • Disability Buyout
  • Key Employee Insurance
  • Section 303 Stock Redemption
  • Deferred Compensation
  • Individual Disability
  • Selective Executive Retirement Plans
  • Split Dollar/Bonus Plan
  • Corporate-Owned Life Insurance
  • 401(k) Look-Alike Plans
  • Supplemental Executive Plans
  • Custom Design

EXECUTIVE BENEFIT PLANNING

  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • IRA - Regular/Roth
  • Education Funding
  • Retirement Planning

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