I am a CERTIFIED FINANCIAL PLANNER™ Practitioner and CPA based on Long Island. One of my specialties is assisting small businesses and self-employed persons in finding health insurance to fit their needs. I work with all the various health insurance companies in New York. My loyalties exist only to my clients, rather than one particular company.

In addition to health insurance, I provide my clients with a wide range of Financial Planning services including the following:

• Complete assistance with IRA Rollovers from 401(k)'s and other employer sponsored retirement plans. Don't risk doing it wrong and costing yourself a large tax bill.

• Investment planning and customized asset allocations based on personal risk tolerance.

• Retirement accumulation planning and distribution planning.

• Life Insurance, Long-Term Disability, and Long Term Care Insurance.

• Estate Tax Planning.

• Tax Preparation and Audit Representation provided by Taxxperts, Ltd. Please visit us at www.taxxperts.biz

Please feel free to view the rest of this site for useful information. I am able to be reached by telephone at 631-642-0550 or via E-mail at Jhannah@LongIslandHealthInsurance.com 

Securities offered through North Ridge Securities Corp.

1895 Walt Whitman Road, Melville, NY 11747  (631)-420-4242

Members NASD/SIPC