PSK & COMPANY, INC.

Risk Assessment Specialists

We Assist Business Owners and Individuals with Identifying and Solving Financial Issues / Concerns.

Creating Financial Security for Your Business and Your Family.

Who Are We?

Risk Assessment for Business / Personal.

Evaluation / Benefits Strategy / Return on Investment / Risk Assessment / Owner / Key-Person Insurance Review and Management.

All Products, where applicable, are Fully Guaranteed.
Our focus is providing recomendtiobns that may include fully guaranteed vehicles.

Real Estate, Legal, Tax, Insurance, and Investment Analysis.

We believe that we our evaluation method will provide clarity to past, present, and future objectives.

Our process includes an insurance review. Matching the proper contracts and companies, at a fair price, for your personal and business needs is our specialty

We assist you in understanding your insurance.

Our goal is to solidify our clients’ various objectives into a unified plan.

About Our Firm

We Help You to Crystalize Your Objectives

With over 75 years of Financial and Insurance Experience

We counsel Business Owners to find their exit strategy and fund it

We use unique strategies to Protect your family’s financial future.

Some of the Vehicle’s we use are:
- Guaranteed Income Annuities
- Private Pensions.
- Life
- Disability
  - Critical Illness
  - Long-Term Care Insurances
  - Income Replacement

The People we server are:
- Individuals / Business Long-Term Planning
- Families and Blended Families
- Business Owners
  - Buy-Sell Agreements
  - Key Person Plans
  - Exit Strategies
  - Retirement – Personal and Business

Want To Know More?

We ARE a professional organization dedicated to delivering simple, effective solutions.

We find that meeting with Owners separately and together yields more meaningful information.

Business integrated Estate Planning.

1^st Meeting- Are we the right fit for you?

Our unique info gathering process leads to more accurate and focused Recommendations.

We don’t practice the Square Peg – Round hole approach.

We are not everything to everybody; and do not claim to be.

Risk Assessment Service

Insurance Specialist

Reliable analysis and guidance
for you and your business needs.

PSK & Company

Paul Katz: 847.601.8974

George Schwabe: 847.309.9785