Services
What We Do
- Business Continuation & Exit Planning
- Cash Flow Analysis
- College Funding
- Corporate Healthcare Employee Benefits
- Data Aggregation and Real-Time Reporting
- Debt Management
- Disability Insurance
- Estate Planning
- Income Annuities
- Investment Management
- Life Insurance Strategies & Acquisition
- Long-Term Care Insurance
- Retirement Distribution Strategies
- Retirement Plan Design Administration
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.
iwatanabe@opus-pc.com | (914) 215-1441