Thinking in Solutions: Concepts & Custom Plan Design to Preserve, Protect & Grow Assets through Estate and Retirement Planning & Risk Management Advisory Services.

The Greco Planning Group, Inc. provides extensive Estate and Retirement Planning concepts based on achievement goals of high net worth individuals and small business owners.

  • Defined Benefit Plans
  • 412(e)3 Plan
  • Life Insurance
  • Master Policies for Associations
  • Pension Rescue
  • Premium Finance
  • Senior Settlements
  • Supplemental Benefit Programs
  • Charitable Gift Planning

Specialty Platforms

  • The Caddie Association (TCA)
  • The Professional Caddie Association Foundation (TPCA)
  • Police Benevolent Association Retirement Plans

Greco Risk Management Group, LLC provides Risk Management Advisory Services to proactively re-design the current, ongoing and future protection of businesses with plans customized for risk appetite.

  • Accidental Death & Dismemberment
  • Business Interruption & Contract Assessment
  • Commercial Auto
  • Directors & Officers
  • Employer Practices Liability Insurance
  • General Liability
  • Med/Mal Liability
  • Property Coverage
  • Professional Liability
  • Short Term & Long Term Disability
  • Small Business Group Health
  • Workers Compensation

Specialty Platforms

  • Buy Sell Agreement Advisory Services
  • Equine & Farm Industry
  • Fine Arts
  • Master Policies for Associations for Group Purchasing
  • Operations with Environmental Exposures
  • Social Service Organizations

Affiliations and Alliances

  • Law Firms
  • Insurance Carriers and General Agencies
  • Accounting Firms

Our prided team of professionals combined, represent more than 100 years of qualified results orientated industry focused professionals. The benefit is the most innovative sound tax-efficient estate and retirement planning strategies and achievement of risk management goals.

PCA Caddie Benevolent & Retirement Fund

© 2018 greco planning group | 2929 Expressway Drive North, Suite 200, Hauppauge, NY 11749 | 631 390 4300 | fax: 631 390 0087

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Greco Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC. Auto and home insurance is offered by unaffiliated insurers. Some Health insurance products offered by unaffiliated insurers.

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