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Our Portfolio

ESTATE ANALYSIS

  • Wealth Maximization and Conservation 
    WEALTH MAXIMIZATION STRATEGIES

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 AND HEALTH BENEFITS

  • Long-Term Disability Protection
  • Group Major Medical
  • Group Dental

INVESTMENT PRODUCTS*

  • Variable Annuities*
  • Stocks and Bonds*
  • Mutual Funds*


*Securities products and services offered through Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667. PAS is an indirect wholly-owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA/SIPC.

**Disability income insurance is underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA,  a wholly owned stock subsidiary of the Guardian Life Insurance Company of America, New York, NY. Products not available in all States. Product features may vary from state to state.

Individual health insurance not underwritten by Guardian. Guardian and PAS do not provide tax or legal advice. For information on your specific situation, please consult your personal legal or tax advisor.