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    • Our Team
      • Chief Executive Officer
      • Leadership Team
      • Service Ambassador
      • Brokerage Directors
      • Financial Advisors
      • Financial Service Reps
      • Agent Emeritus
    • Advisor Teams
      • Zea Financial
      • Okos Financial Group
      • Peggy Ehrhart
      • Riechert Financial Group
      • Sal Dileo
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      • Education Planning
      • Estate Planning
      • Business Solutions
      • Special Needs Planning
      • Retirement Planning Cente
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      • Career Opportunities
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    • CWP Cares
    • Contact Us
    • Licensing
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      • CWP Store
      • Calendar
CWP

Signed in as:

filler@godaddy.com

  • Home
  • Our Team
    • Chief Executive Officer
    • Leadership Team
    • Service Ambassador
    • Brokerage Directors
    • Financial Advisors
    • Financial Service Reps
    • Agent Emeritus
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Peggy Ehrhart
    • Riechert Financial Group
    • Sal Dileo
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning Cente
  • Careers
    • Career Opportunities
    • Onboarding for New Hires
  • CWP Photos
  • CWP Cares
  • Contact Us
  • Licensing
  • In The News
  • Staff Access
    • CWP Store
    • Calendar

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Business Solutions

Center for Wealth Preservation offers a wide range of business solutions for Business Owners.  This may include rewarding and retaining top talent through retirement plans such as 401(k) Plans, Pension Plans, Profit Sharing Plans, etc., or non-retirement means such as Non-Qualified Deferred Compensation Agreement. 

Business Solution Considerations

In addition to helping a business owner understand the tools and vehicles available to him or her with regard to retaining the business’ key employees; Center for Wealth Preservation offers services to protect the business owner from premature death or disability. Creating a succession plan often provides a business owner with the peace of mind that his or her family will be taken care of if they prematurely pass away, while being actively involved in the process to determine what will happen to his or her employees. 

Featured Services

Education Planning

Special Needs Planning

Education Planning

Estate Planning

Special Needs Planning

Education Planning

Business Solutions

Special Needs Planning

Special Needs Planning

Special Needs Planning

Special Needs Planning

Special Needs Planning

 

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Suffolk Location 

1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700


Nassau Location

6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791
516-364-4203


Need help? Contact us. 

cwp@financialguide.com


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111-0001) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495


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