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(914) 288-8946

STRATEGIC PLANNING. PERSONALIZED SOLUTIONS.

STRATEGIC PLANNING. PERSONALIZED SOLUTIONS.

Welcome to Integrated Benefit Consultants. We strive to provide comprehensive financial planning for business owners and individuals. Our mission is to enhance your life by helping create sound, financial strategies.

Our goal? To give you confidence in your financial future for years to come.

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Our Method

Our Story

Our Values

Our Resources

A Fundamental Approach

A Fundamental Approach

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Retirement & Estate Planning

IBC and their team of actuaries works with business owners and their CPAs to design, implement and administer 401k, profit sharing and pension plans.

IBC will coordinate with attorneys to arrange for clients an orderly and tax efficient transfer of assets to their desired beneficiaries.

Company Benefits

In addition to retirement plans, IBC has the team of specialist to design, implement and service a company's medical and other benefit plans. Our offering includes preparing a study on existing plans without cost or obligation.

Financial Advising

Through comprehensive financial strategies, IBC will help clients maximize their opportunities for building AND protecting current and future wealth.

A truly comprehensive plan not only includes investments, but strategies that include guarantees so assets and income are protected from unforeseen and untimely events.

Additionally, there are opportunities for many individuals to increase their savings to reach their short and long term goals without taking away from current cash flow and personal lifestyle.

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