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Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Alternative Investments*

Annuities

  • Fixed
  • Variable

Asset Management Programs

  • Mutual Fund Wrap Programs
  • Separate Account Managers

Corporate Retirement Plans

  • Cash Balance
  • Defined Benefit
  • Money Purchase
  • Profit Sharing
  • 401(k)

Disability Insurance

Fixed Life Settlements**

Individual Securities

  • Equities
  • Fixed Income

Life Insurance

  • Equity Indexed
  • Fixed/Permanent
  • Term
  • Universal
  • Variable
  • Whole Life

Long Term Care Insurance

Mutual Funds

Structured Product Offerings

  • Market-Link Certificates of Deposit
  • Non-Principal Protected Notes

*For Qualified Investors only.
**Offered through third party resources.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@toscanofg.com |  (516) 682-7599