Members Information

Business and Personal Benefit Planning Group is a group of individual business specialists who are dedicated to providing proactive strategies to businesses, individuals and their families.

 

WHY HAVING A FINANCIAL WEALTH PLANNING OFFICE BENEFITS OUR CLIENTS!

Many times during our normal planning days we come across situations which we recognize to be a financial land mine much before our clients do. Since we are dealing with all sorts of financial issues daily our associates identify financial issues that we haven’t uncovered. This happens because they are specialists in their field and work with this every day. Consequently, by having a specialist in our group allows us to focus on our own specialty, this bringing quality to our clients. Our Associate Members have a combined experience of over 150 years and have formed a mastermind group that helps business people and individuals solve their crucial financial challenges. We offer educational seminars throughout Connecticut on subjects like maximizing your Social Security, estate planning, probate, veteran benefits, financial organization, life insurance planning, business succession planning as well as medical insurance and long-term care coverage and planning. Our seminars have drawn thousands of attendees.

Creating Financial Solutions Services We offer…

Maximize Retirement Income & Social Security: David Cowan

Protect Assets from Medicaid: Armen Abrahamian, CLTC, CSA

Provide Options to protect from long-term illness: Armen Abrahamian, CLTC, CSA

Evaluate your Medicare Choices:  Thomas Maercklien

Avoid probate & Estate Taxes: Thomas J. Perrone, CLU, CIC

Funeral planning: Jamie Cowan

Veteran pension benefits: Jamie Cowan

Employee Benefits and Executive Compensation: Thomas J.Perrone, CLU, CIC

Tax Preparation and Tax Filings: Lance Ziaks CPA

Reverse Mortage: Brent Berti

Group insurance and personal health insurance: Thomas J. Perrone, CLU, CIC

Life insurance planning: Thomas  J. Perrone, CLU, CIC

Disability income planning: Thomas J. Perrone, CLU, CIC

Charitable planning: Thomas J. Perrone, CLU, CIC

Business Succession Planning And Exit Planning; Thomas J. Perrone, CLU, CIC

 

Our Specialists offer free initial consultations and educational group seminar presentations. To book your consultation or seminar, call the specialist directly.

 Business And Personal Benefit Planning Group

Meet our Members and Their Areas of Expertise

Thomas J. Perrone

203-530-6615

necgginc@icloud.com 

 

Tom is directly involved in the areas of; Estate Planning AND Legacy Planning, Business Succession Planning, Income Planning using Tax Strategies, Medicaid Asset Protection Planning, Executive Compensation

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James W. Cowan Jr. CTC, CSA (Jamie)

860-227-5959

jamescowanlpc@aol.com www.jwcowan.com

Jamie is directly involved in the

Areas of Medicaid Asset Protection,

Final Expense and Funeral Planning

Veterans Pension Benefits

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Louis J. Czerwinski, 

CRPC® (Lou)

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Armen Abrahamian, CLTC, CSA

203-234-8566

www.ltcstrategies.com armen@ltcstrategies.com

 

Armen is directly involved in the areas of Long Term Care Planning, Alternative Solutions, and PrePlanning & Crisis Planning

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  Lance E. Ziaks, CPA

350 Center Street, Suite 201

Wallingford, CT  06492

 

Accounting and Tax Planning

Phone: 203-265-1591

Fax: 203-265-1261

Email: lance831@aol.com

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David L. Cowen

203-234-8217

dave@legacyct.com 

www.Legacyct.com

 

Dave is directly involved in the areas of: Maximizing Social Security Benefits and Retirement Planning, 401k Rollovers

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Brent Berti

860-997-3254

bbrent18th@aol.com

Being a Reverse Mortgage specialist for 12 years, it has allowed me to help many of my clients age 62 and over to utilize a very powerful financial tool.

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“We should all be concerned about the future because we will have to spend the rest of our lives there!” Charles Franklin Kettering

2541 Boston Post Rd, Guilford, CT 06437 Phone 203.530.6615
Key Professionals contact info:

Armen Abrahamian, CLTC, CSA

Long Term Care Insurance, LLC.

203-234-8566

David L. Cowan 

Legacy Retirement Group, LLC 

203-234-8217

Thomas J. Perrone, CLU, CIC

203-530-6615

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