Luke Decandia is a certified
Financial Planner with over 20 years of finance and accounting experience.
BUSINESS INSURANCE
PROTECTION:
·
Business Continuation Planning
Business Loan Protection
Business Overhead Insurance
Disability Buyout
Buy-Sell Arrangements
Section 303 Stock Redemption
Key Employee Insurance
·
Executive Benefit Planning
Deferred Compensation
Group Carve-out
Individual Disability
Split Dollar Life Insurance
Selective Executive
Retirement Plans
·
Tax Qualified Retirement Plans
401 (k)
Profit Sharing
Money Purchase
Target Benefit
Defined Benefit
Simplified
Employee Pension (SEPs)
SIMPLE IRA
·
Employee Pension, Profit Sharing and 401 (K) Plans
·
Executive Bonus
PERSONAL
INSURANCE & FINANCIAL NEEDS:
·
401(K) and Pension Distribution
·
Income Replacement
·
Wealth Accumulation Strategies *
Mutual Funds *
Variable Annuities
Advisory (Managed) Accounts
Regular/Roth IRA
Education Funding
Retirement
Planning – including IRAs and Roth IRAs
·
Estate, Tax, and Charitable Planning
* Securities products offered
through New England Securities Corporation.
Regional Office: 30 Two Bridges
Road, Suite 320, Fairfield, NJ 07004.
186 Halsey Road
Newton, NJ 07860
(973) 383-5525
(Toll
free in NJ only) (800) 382-9223
Fax # (973) 383-9602