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Phone 631-665-6475
Better Economic Solutions Team
Interested in learning about our services?
We are not your ordinary advisors:
The B.E.S.T. team makes it a priority to help you build and maintain your personal or family support team. Everyone needs a Power of Attorney, Healthcare proxy and Will. Coordinating legal documents, your finances and health care benefits can avoid costly mistakes. Utilizing our “Financial-Healthcare Coordination Program” you may be better able to preserve assets to afford health care. 

Contact Us
Tax Services
Personal & Estate Returns
Planning Services
Care Coordination Planning
    Welcome to The B.E.S.T.  Team
Affording Health Care, Preserving Assets and Paying Less Taxes   
Starts with making confident decisions  ​

   The B.E.S.T can help you chart the right course of action to stay focused and achieve your goals successfully.
  • Easy Drop Off / Mail-in services
  • Office and Phone appointments
  • ​Self-prepared tax return assistance

             Other Tax Services
  • Healthcare Tax Planning
  • Alternative Minimum Tax Planning

  • Personalized Educational Conferences 
  • Income Distribution Planning 
  • Medicare, Medicaid and              Long Term Care
  • Estate and Asset Preservation