Our Mission is to help individuals & businesses reach long term financial goals through clear, precise, and disciplined planning. While we are specialists in life insurance and oftentimes work in a close relationship with New York Life, we offer a wide array of various services to address clients’ financial needs and to help them grow and protect their wealth. Our office manager Thomas is a native German who has lived in New York for 13 years.

Mark Lenert

Thomas Langheinrich