Corporate Resources

We help business owners take control of their finances with custom-tailored strategies.

Retirement Plans

401(k): Owner 401(k), Roth 401(k)
403(b)(7) (non-contributory), 403(b)(1)
Profit-Sharing
Defined Benefit & Cash Balance
SIMPLE IRA
SEP IRA

Executive Benefits

Wealth Management Services
Executive Bonus Plans
409(a) Deferred Compensation Plans
Split Dollar Plans
Group Carve Out

Business Planning

Key Person Coverage
Buy-Sell Agreements
Succession Planning
Business Overhead Expense
Disability Buyout
Employee Stock Ownership Plans (ESOP)

Group Insurance & Employee Benefits

Health Insurance
Long-Term Care Insurance
Disability Income Insurance
Life Insurance
On-site Education

CMG Corporate Retirement CTA Scott Moulton

"It’s important to ensure you’re delivering high quality benefits that are designed to attract and retain high quality talent."

Scott G. Moulton
Managing Partner
CMG Benefits Advisors

Get In Touch

CLIENT SUPPORT

Need help with something specific? We're here to help.

(203) 306-517

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Let's meet and discuss your needs and explore some of the options available.

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New York
Pearl River
167 East Central Ave.
Pearl River, NY 10965

New York
55W 46th Street
Suite 2203,
New York, NY 10036

Connecticut
127 Broad Street
Unit 1A
Milford, CT 06460

845-638-6669
845-732-7411 fax

SERVICES
› Financial Planning
› Asset Management
› Estate Planning
› Risk Management

OUR TEAM
NEWS & EVENTS
CONTACT US

info@cmgnewyork.com

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HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org