Forest Hills Financial Group - Our Portfolio

Estate Analysis

  • Wealth Maximization and Conservation

Wealth Maximization Strategies

Investments

Insurance Planning
  • Life, Disability Income, Medical, Long Term Care

College Funding Strategies

Retirement Planning
  • IRAs, Keogh Plans and other pension and tax advantage vehicles
Business Planning
  • Buy-sell Funding
  • Business Continuation/Succession Planning
  • Key Person Protection
  • Business Overhead Expense Protection
  • Business Loan Protection
  • Salary Continuation Alternatives
Employee Benefits Planning
  • Pension Plans
  • 401 (k) Plans
  • Split Dollar and Executive Bonus Plans
  • Deferred Compensation Planning
Group Life & Health Benefits
  • Long-Term Disability Protection
  • Group Major Medical
  • Group Dental
Investment Products
  • Variable Annuities*
  • Stocks and Bonds*
  • Mutual Funds*
*Investments are offered through Park Avenue Securities

The following products and services are just some of the areas in which Forest Hills Financial can be of service to you