Our Services

Sasson Financial Group
INDIVIDUAL AND BUSINESS SERVICES

  • Financial Planning
  • Retirement Planning
  • Employee Benefits
  • Non-Qualified Deferred Compensation
  • Asset Management Services
  • Life Insurance
  • Disability Income Insurance
  • IRA & IRA Rollovers
  • College Savings Plans
  • Estate Planning/Elder Planning
  • Variable Annuities/Fixed Annuities
  • Mutual Funds
  • Individual Stocks & Bonds
  • Long-Term Care Insurance
  • Health Insurance (Group, Family & Individual)
  • Pensions, 401(k)s, Profit Sharing Plans, Defined Benefit Plans ESOPS
  • Buy/Sell Agreements/Business Succession Plans
  • Key Man Insurance
  • Selective Compensation Plans
  • Executive Bonus Plans
  • Supplemental Executive Retirement Plans
  • Systematic Savings & Investment Plans
  • Charitable Giving
  • Gift Planning for Children/Grandchildren/Parents
  • Insurance for Mortgage Protection
  • Life Insurance Settlements
  • Investments Traditional/Alternative
  • Real Estate
  • 1035 Exchanges
  • Acquisitions/Sale/Finance
  • Wealth Management