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Lenox Advisors is a full-service, comprehensive financial services firm. We integrate financial and estate planning*, insurance, asset management and separately managed accounts for high net worth individuals. We also have a substantial Corporate Benefits practice.

As such, the partners who manage the firm have considerable knowledge across a wide range of subjects and issues, and are available to speak on the following:

Michael Book, Managing Partner
  •   Individual Insurance/Risk Management
  •   Group Insurance Plans
  •   Retirement Planning
  •   College Funding Strategies

Stefan Greenberg, Partner
  •   Financial Planning
  •   Retirement Planning
  •   Risk Management/Insurance
  •   Corporate Benefits Planning

Tom Henske, Partner
  •   Financial Planning
  •   Estate Planning
  •   Retirement Planning
  •   Individual Insurance/Risk Management

Greg Large, Managing Partner
  •   Corporate Benefits
  •   Group Insurance Plans
  •   Estate Planning
  •   Long Term Care Insurance

Greg Olsen, Partner
  •   "Baby Boomer" Financial Issues
  •     Retirement Planning/Annuities
  •     Long Term Care Insurance
  •     Group Benefits
  •     Asset Management

Steven Serotte, Partner
  • Risk Management/Insurace
  • Retirement Planning
  • Long-Term Care Insurance

Rick Van Benschoten, Managing Partner
  •   Financial Planning
  •   Estate Planning
  •   Retirement Planning

*Estate planning is in conjunction with your estate planning attorney, tax attorney and/or CPA.

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*Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC.

Copyright (c) 2011 Lenox Advisors All rights reserved.

CRN201111-128530