Northeast Risk Management Group Inc

Northeast Risk Management Group Inc We are family run Financial Planning business with combined experience of 45 years. Mr. He helps to provide specialized solutions to complex problems. Darlene A.

Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Our Services
While developing a customized financial program, we will walk y

ou through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:

Long-term Care Asset Protection
Asset Transfers To Trusts
Estate conservation
Retirement Review
Wealth Management
Overall Life Planning

Meet Our People

Kyle Lukaszewicz, ChFC® [email protected]

Kyle Lukaszewicz, Chartered Financial Consultant®, is President of Northeast Risk Management Group, Inc. He is a registered representative with American Portfolios and has been practicing since 2006. Lukaszewicz spends a great deal of his time in the areas of wealth management and family planning, including blended families...college, retirement, special needs, estate and long-term illness. He received his BFA from CW Post University. Golf and helping others is an integral part of his life from being a volunteer for the Long Island Youth Mentoring non-profit organization in their Annual Golf Outing to volunteering to be a Marshall for the USGA OPEN Golf Tournament. He holds his Series 6 and Series 63 Licenses as well as Life and Health Licenses. Lukaszewicz is Certified New York State Partnership for Long-Term Care Insurance. Kyle is supported in his office by a staff experienced in a high level of customers service. Kyle helps his clients solve their estate, and long-term care planning by giving them advice to make informed decisions. Lukaszewicz, CFP®
[email protected]

Darlene A. Lukaszewicz, CERTIFIED FINANCIAL PLANNER™, is Vice President of Northeast Risk Management Group, Inc. She is a registered representative with American Portfolios and has been practicing since 1987. Ms. Lukaszewicz spends a great deal of her time in the areas of advanced estate planning, long-term care strategies and coordination. She received her BA in Economics from CW Post University, Summa Cum Laude, as well as graduating in 1988 earing her CERTIFIED FINANCIAL PLANNER™ certification. She Chaired the Annual Golf Outing for The Long Island Youth Mentoring non-profit organization. Lukaszewicz served two years as a board member of the Executive Women’s Golf Association’s Long Island Chapter. Past Board Member for The Long Island Youth Mentoring. She holds her Series 7 and Series 63 licenses, as well as Life and Health licenses and Certified for the New York State Long-Term Care Partnership.

PLANNING FOR THE PEAKS AND VALLEYS OF LIFE. ⛰️We are a purpose-driven company advancing your financial health so you can...
09/29/2022

PLANNING FOR THE PEAKS AND VALLEYS OF LIFE. ⛰️

We are a purpose-driven company advancing your financial health so you can boldly pursue your purpose.

It’s our mission to drive financial outcomes in your life not just investment returns.
We enable you to put all of your energy towards something greater than money.

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.
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Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

Believe it or not, you have an estate.  😲In fact, nearly everyone does.Your estate consists of everything you own: your ...
09/27/2022

Believe it or not, you have an estate. 😲

In fact, nearly everyone does.
Your estate consists of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions.

Want to learn more?

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.
Not signed up? 👇
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

Should You Consider Tapping the Equity in Your Home? 🏡With home values skyrocketing recently, your home may be one of yo...
09/25/2022

Should You Consider Tapping the Equity in Your Home? 🏡

With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but before doing so be sure you understand the risks as well as the potential benefits.

Read more....Click the link! 📲

Let our Family Help Your Family. 🇺🇲

One-hour complimentary consultation available to all that receive our newsletter.🗞️
Not signed up?
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

Your home could provide a valuable financial resource in some circumstances.

DESIGN AND IMPLEMENT YOUR ESTATE PLAN 🖥️Once a plan is designed, which encompasses tax planning, personal wishes, detail...
09/23/2022

DESIGN AND IMPLEMENT YOUR ESTATE PLAN 🖥️

Once a plan is designed, which encompasses tax planning, personal wishes, detailed asset review and other aspects of your circumstances, we coordinate with your attorney to have the plan implemented.

Once your documents are completed, we review your asset structure to make sure they align with your estate plan.

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.
Not signed up? 👇
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

Avoiding Probate 🏛️Probate is the process of proving the validity of a will and supervising the administration of an est...
09/20/2022

Avoiding Probate 🏛️

Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law governs the proceedings in the probate court, so the process can vary from state to state.

Supervising the administration of an estate can result in additional expense, unwanted publicity, and delays in the distribution of estate assets for a year or longer, which is why planning to avoid the probate process may be beneficial.

There are several ways in which assets may transfer on death directly from the decedent/owner to others without probate.

The following are some of the more common ways:

✔️ Create a living trust.
✔️ Name a beneficiary.
✔️ Make accounts payable on death.
✔️ Own real estate jointly or create a life estate.

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.🗞️
Not signed up?
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

BUILDING A FINANCIAL LIFE PLAN IN LINE WITH YOUR GOALS 👓We deliver a range of wealth management solutions to individuals...
09/18/2022

BUILDING A FINANCIAL LIFE PLAN IN LINE WITH YOUR GOALS 👓

We deliver a range of wealth management solutions to individuals, families, and businesses that aid in developing sound financial plans that best meet your goals and financial life needs.

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.🗞️
Not signed up?
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

Working While Receiving Social Security Benefits 💵The COVID-19 recession and the continuing pandemic pushed many older w...
09/15/2022

Working While Receiving Social Security Benefits 💵

The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated.

A little more than 50% of Americans age 55 and older said they were retired in Q3 2021, up from about 48% two years earlier, before the pandemic.1

For people age 62 and older, retiring from the workforce often means claiming Social Security benefits.
But what happens if you decide to go back to work?
With the job market heating up, there are opportunities for people of all ages to return to the workforce.

Or to look at it another way:
What happens if you are working and want to claim Social Security benefits while staying on your job?

Need help?

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.🗞️
Not signed up?
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

BUILDING A FINANCIAL LIFE PLAN IN LINE WITH YOUR GOALS 🎯We deliver a range of wealth management solutions to individuals...
09/12/2022

BUILDING A FINANCIAL LIFE PLAN IN LINE WITH YOUR GOALS 🎯

We deliver a range of wealth management solutions to individuals, families, and businesses that aid in developing sound financial plans that best meet your goals and financial life needs.

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.🗞️
Not signed up?
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

Interest in Life Insurance Stays Strong 💪Unfortunately, many people underestimate their life insurance needs.Often, the ...
09/09/2022

Interest in Life Insurance Stays Strong 💪

Unfortunately, many people underestimate their life insurance needs.

Often, the purchase of life insurance is based solely on its cost instead of the benefit it might provide. By the same token, it's possible to have more life insurance than you need.

September is Life Insurance Awareness Month, a good time to review your life insurance to help ensure that it matches your current and projected needs.

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.🗞️
Not signed up?
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

PLANNING FOR THE PEAKS AND VALLEYS OF LIFE ⛰Throughout your life, your financial needs will change and life insurance ca...
09/06/2022

PLANNING FOR THE PEAKS AND VALLEYS OF LIFE ⛰

Throughout your life, your financial needs will change and life insurance can help you meet some of those needs.

But how much life insurance do you need? ⁉️

There are a number of approaches to help determine how much life insurance you should have.

Here are three of those methods:

✔️ Family Needs Approach
✔️ Income Replacement Calculation
✔️ Estate Preservation and Liquidity Needs Approach

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.🗞️
Not signed up?
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

How Are 401(k) Plan Participants Investing Their Money? 💰Created in 1996, National 401(k) Day has historically been cele...
09/04/2022

How Are 401(k) Plan Participants Investing Their Money? 💰

Created in 1996, National 401(k) Day has historically been celebrated on the Friday following Labor Day to shine a spotlight on this important employee benefit. Since the late 1990s, plans have evolved substantially, and most participants can now choose from a diverse variety of investments.

This chart shows how 401(k) and profit-sharing funds were invested in 2020.

Let our Family Help Your Family.

One-hour complimentary consultation available to all that receive our newsletter.🗞️
Not signed up?
Visit www.nefinancialplanning.com to register

Call us today!
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

Happy September 1st!Meet Our President 💬David Fehrity once said, “It’s how you deal with failure that determines how you...
09/01/2022

Happy September 1st!

Meet Our President 💬

David Fehrity once said, “It’s how you deal with failure that determines how you achieve success.”

Playing Division I golf in college was an experience that helped me in my work and personal life. As in life, it takes time, dedication and hard work to be the best one can be.

Two decades have passed and I’m heading up a company to continue the family tradition of serving our community with honesty, integrity, and compassion through comprehensive financial planning.

It is my pleasure to serve you.
Let our family help you and your family.

One-hour complimentary consultation available to all that receive our newsletter.
Not signed up?
Visit www.nefinancialplanning.com to register

Call us today! 📞
Kyle Lukaszewicz, ChFC®️
Northeast Risk Management Group, Inc.
640 Fulton Street Suite 7 • Farmingdale, NY 11735
516-586-6227
[email protected]

Address

640 Fulton Street Suite 7
Farmingdale, NY
11735

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