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
  • BOLI–Bank Owned Life Insurance

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

© 2014 greco planning group | 105 Broadhollow Road, Melville, New York 11747 | 631 390 4300 | fax: 631 423 9690