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Becker and Suffern Ltd.

www.beckersuffern.com

 

Last Updated : 4/16/2008 6:43:28 PM

 

Profile

Becker & Suffern, LTD., is a full service Brokerage firm specializing in serious dollar investments for pension plans and estate owners.

 

Services

 

We and our staff specialize in the following services:

  • Estate Planning/Preservation
  • Financial Planning
  • Retirement Planning/College Funding
  • Buy/Sell & Business Succession Planning
  • Executive Benefits/Non-Qualified Plans
  • Key Person Protection Plans
  • Professional Money Management
  • Annuities & Mutual Funds
  • Group/Individual Life Insurance
  • Group/Individual Disability Insurance
  • Long Term Care (Nursing Home) Insurance

Are you aware that you can…

  • Avoid paying high estate taxes?
  • Control your assets and still substantially reduce your estate?
  • Integrate your charitable gifts into an overall estate plan?
  • Coordinate estate plans with your adult children to increase overall effectiveness?
  • Reduce or eliminate portions of your business to benefit your children and grandchildren?
  • Plan for long-term care without depriving your children and grandchildren of a share in your success?

Wealthy families often have multiple assets that require special planning.  The team of analysts and advisors at Becker & Suffern can help you guard against potential risks and take advantage of the possibilities for preserving wealth by determining which tax strategies best suit each asset.

 

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Key Executives

John D. Becker, CLU, AEP
Founding Principal

Patrick W. Suffern, CPA, CLU
Principal

Brian P. Becker
Vice President

Timothy McLanahan
Vice President and Chief Compliance Officer

Mason G. Couvillon
Financial Consultant

Joseph A. Luquet, Jr.
Vice President

Patricia C. Marcomb, CPA
Vice President Business and Professional Consulting

Diane N. Satter
Director Insurance Division

 

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Locations

 

1245 West Causeway
Mandeville, LA 70471
US

Telephone: 985.674-9120
Email: info@beckersuffern.com
Website: www.beckersuffern.com

 

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