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1.800.561.1492


Performance...
"It is not the ship so much as the skillful sailing that assures the prosperous voyage."
               — George William Curtis                   ...Prosperity

Robert McKeever
P.O. Box 1186
Smithtown, NY 11787
Tel: 631.863.2200
Toll Free: 800.561.1492
Fax: 631.863.2204
www. rmclu.com

FOCUSED ADVISORY

Iíve helped individuals and families reach their goals.

Our specialized advisory services can help you consider all of your alternatives and make necessary changes to achieve your short- and long-term financial goals. We have a range of services that address the real-life issues that can impact your future, and shape the right strategy to help you meet your financial and personal goals. They include:
  • Financial Analysis
  • Retirement Planning
  • Insurance
  • Taxation
  • Investments
  • Disability Insurance
  • Long Term Care
  • Estate Planning

Iíve designed the right policies to protect company assets.

Whether itís designing the right defined benefits plan or assuring key person life insurance protection for startups or emerging companies, Iíll do an in-depth analysis of corporate goals and discuss the options with you. We'll work closely to assist your organization develop best-of-breed solutions to a variety of business imperatives. The core areas include:
  • Risk Assessment
  • Budgets & Planning
  • Taxation & Structure
  • Insurance
  • Cash Management
  • Compensation
  • Expense Protection
  • Accounting
  • Employee Benefits

Call me and get the facts at 1.800.561.1492 or email me at: bob@rmclu.com










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