Our Firm

Founded in 2001, by Kevin A. Luss, CFP®, ChFC The Luss Group, Inc. provides sound business, personal, and corporate insurance and financial strategies.

Our firm is comprised of financial service representatives who specialize in a wide variety of areas;  proficient in helping their clients establish the financial security they want for themselves, their families and their businesses.

The Luss Group is built on a foundation of providing objective, honest and precise strategies. The work we accomplish with our clients is based solely on providing tools to help them attain their financial goals and aspirations. Over 90 percent of our new business comes from referrals - an indication of the Company's high standards, professional results, diligent, caring approach and customer satisfaction.

The staff is well versed in the the vast array of insurance and financial products available today. Their approach is to spend time with their clients as well as their client's accountants, business partners, attorneys and trust officers to help identify problems and offer alternatives.

Services provided by The Luss Group include: Estate Planning, in conjunction with the client's attorney and accountant, to help clients protect their assets and reduce excessive estate taxes; Business Analysis and Executive Compensation, offering strategies to help protect businesses and those business owners' incomes; Retirement Planning, to help prepare clients for retirement by recommending ways to augment existing corporate and personal plans; College Funding Strategies, to help clients meet the ever increasing challenge of paying education costs; Charitable Giving Strategies, to help maximize charitable donations while reducing tax consequences; and Traditional Insurance, to help meet a client's life and disability income insurance requirements with consideration to current constraints and future goals.

The Luss Group also has a full service Employee Benefits department. In conjunction with our local and national strategic partners, we work with clients to help design customized group benefits for companies just like yours.

If you have any questions, please call us at (631) 283-6875 or
email us.  We will be happy to help and look forward to talking with you.