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Insuring Your Future Exit

~ Article by Kevin Ellman, CFP ®

Insuring Your Future Exit

Business owners are risk-takers by nature. Interestingly, however, is the fact that these same owners are often-times not risk averse. What this means is that owners Read More...

The Myth of Easy Exits

~ Article by Kevin Ellman, CFP ®

The Myth of Easy Exits

Business owners who are thinking about exiting their business will often want to compare their potential exits to other owners who have been through an exit. A potential Read More...

Exit Planning is a Complex Decision and a Complex Transaction

~ Article by Kevin Ellman, CFP ®

Exit Planning is a Complex Decision and a Complex Transaction

How to master both for a successful result. When considering an exit from your privately-held business, there are a number of obstacles that can get in the way of Read More...

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Kestra Investment Management

Learn about the Kestra Investment Management Team →

    The Wealth Preservation Solutions
    Principals and Key Staff

  • Dennis J. Amico
    Chairman

    (201) 632-2037damico@wpsllc.net
  • Kevin Ellman
    CFP® and CEO

    (201) 632-2022kellman@wpsllc.net
  • Paul D. Miller
    President

    (201) 632-2036pmiller@wpsllc.net
  • Robert W. Davis
    CFP®

    (201) 632-2040rwdavis@wpsllc.net
  • Dolores White
    Director of Asset Management

    (201) 632-2019dwhite@wpsllc.net
  • Susan J. Forman
    CFP®, Director of Financial Planning

    (201) 632-2028sjforman@wpsllc.net
  • Carrie Ware
    Director of Insurance Planning

    (201) 632-2035cware@wpsllc.net
  • Matthew Waldman, CLU®, ChFC®
    Managing Director of Wealth Planning

    (917) 806-6047mwaldman@wpsllc.net
  • Daniel Tyburski
    Managing Director of Wealth Management

    (973) 587-5199dtyburski@wpsllc.net
  • Michael Csedrik
    Director of Retirement Plans

    (201) 632-2050mcsedrik@wpsllc.net
  • Meredith Fogel
    Director of Investment Operations

    (201) 632-2042mfogel@wpsllc.net
  • Belinda Traverso Flores
    Senior Administrator

    (201) 632-2022btraverso@wpsllc.net
  • Nicole Cardinal
    Investment Operations Administrator

    (201) 632-2029ncardinal@wpsllc.net
  • Kathy Liebmann
    Family Office Operations Administrator

    (201) 632-2025kliebmann@wpsllc.net
  • Mary Curry
    Family Office Coordinator

    (201) 632-2033mcurry@wpsllc.net
  • Carolyn Boscarino
    Insurance Operations Coordinator

    (201) 632-2031cboscarino@wpsllc.net
Download our Exit Planning Brochure

Is your 401(k) Plan leaving you exposed?

Get your complimentary copy of our new book
The 7 Biggest 401(K) Plan Mistakes Business Owners Make and How to Avoid Them Kevin Ellman The Seven 401(k) Plan Mistakes Business Owners Make & How to Avoid Them
To get started with a complimentary 401(k) Plan review simply provide the following documents.

For401(k) Plans:

  • Current Plan Adoption Agreement
  • 408(b)(2) Notice (Participant Level Expenses – Fee Disclosure)
  • 404(a)(5) Notice (Plan Level Expenses – Administrative Portal / Record Keeper or TPA)
  • Summary of Plan Description
  • Investment Policy Statement (IPS – Current / Most Recent)
  • Latest/Last Plan Review (Date Provided / Delivered)

For Health and Welfare Benefit Plans:

  • Current Employee Census (Include Home Zip Codes)
  • Plan Benefit Summaries (ERISA Summary Plan Description / SPD)
  • Last Two Years Paid Claims by Month (Include Employee Counts by Month / 100+ Lives)
  • Last Two Years Renewal Package
  • Current Rates / Fees / Expenses
  • Large Claim Data (All Claims Over $25,000 / With Diagnosis if Available)

Featured Articles and Videos

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning
Download our Exit Planning Brochure
Get Kevin Ellman’s new book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, and learn how to preserve and grow your wealth! Seven Biggest Money Mistakes People Make and How to Avoid Them: Preserve and Grow Your Wealth by Kevin Ellman CFP

Kevin Ellman Video Series


ETFs Part One

ETFs Part Two

ETFs Part Three

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Services Overview

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About Wealth Preservation Solutions

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