Richmond County Referral Source

Wealth Protection Strategies

Members

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Peter Vitale, Mass Mutual Financial Group

Wealth Protection Strategies

Our goal is to provide families and business owners with assistance in building their financial freedom. We have the skills, knowledge and experience required to help establish, prioritize, and meet our client’s established financial goals. Our goal is to become a lifetime resource for each and every client.

Products and Services

Insurance

  • Life Insurance
  • Long-Term Care
  • Disability Income
  • Mortgage Protection (through life and disability income insurance)
  • Fixed Annuities

Business

  • Executive Bonus/Deferred Comp
  • Business Succession Strategies
  • Buy/Sell Funding Strategies
  • Key Man Insurance
  • Retirement Plans
  • Business Overhead Protection

Estate

  • Gifting Strategies
  • Conservation Strategies
  • Charitable Giving Strategies

Direct: 718-983-4336

Main: 718-983-4370

pvitale@financialguide.com

www.wealthprotectionstrat.com

Corporate Commons Two/2 Teleport Drive, Suite 300, Staten Island, NY 10311