The advisors at Hinchey Financial Group work with a wide variety of products and services
designed to help you plan your financial future and then work toward meeting your goals.
Personal Services
Business Services
Financial Planning
-- Fee Based Financial Plan
-- Non-Fee Financial Profiles
-- A Comprehensive Financial Planning
and Implementation Approach
Estate Planning
-- Charitable Giving
Tax Planning Strategies
Retirement Planning
Educational Planning
Brokerage Services
-- Full Service
-- Cash Management Accounts
-- Wrap Accounts
Pension Strategies
-- Survivor Options
-- Lump Sum Distributions
Insurance
-- Life
-- Disability
-- Medical
-- Long Term Care
Annuities
-- Fixed
-- Variable
Mutual Funds
Qualified Retirement Plans
-- IRAs
-- Roth IRAs
-- IRA/401(k) Rollover
-- SEPs
-- Keoghs
Business Planning
-- Comprehensive
-- Financial Statements
-- Business Valuation
-- Executive Benefits
-- Key Employee
-- Buy Sell
-- Estate Taxes
Business Continuation
Employee Financial Planning
Seminar Services
Qualified Plans
-- Pensions
-- Profit Sharing
-- 401(k)
-- Defined Benefit
-- IRS Approved Prototypes
-- Pension Administration
-- Investment Accounts
-- Tax Sheltered Annuity
-- SEP
-- Simple Keoghs
Business Insurance
-- Buy Sell
-- Key Person
-- Payroll Deduction
-- Split Dollar
-- Disability
-- Disability Buy-Out
-- Overhead Expense
-- Executive Carve-Out LTC
Executive Compensation
-- Deferred Compensation
-- Capital Transfer
-- Executive Bonus
-- 401(k) Carve Out