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
• Hedge Funds
• Master Policies for Associations for Group Purchasing
• Operations with Environmental Exposures
• Social Service Organizations

Affiliations and Alliances

• Financial Institutions
• Law Firms
• Insurance Carriers, General Agencies and Brokerage Houses
• 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.