1
403(b) Plan Review
Identify fees, confirm contribution opportunities, and evaluate investment choices available to nonprofit employees.
Branches of Long Island Employee Benefits & Retirement Guidance
Built for Branches of Long Island Team Members
Branches of Long Island Employee BenefitsYou Support Families in Need. We’ll Help You Prepare For Your Future.
Complimentary 403(b) checkup and VirtualWealth planning designed for the dedicated staff and team at Branches of Long Island.
20+ Years Experience Client-First Virtual + Local / Nationwide
How We Help Branches of Long Island Employees
Practical, high-touch guidance focused on the unique benefits available to nonprofit professionals serving Long Island families.
2
Retirement Income Mapping
Translate current savings, Social Security estimates, and other accounts into a clear picture of retirement income.
3
VirtualWealth Sessions
Personalized planning meetings conducted virtually — ideal for busy team members balancing community service and personal life.
Why This Matters for Nonprofit Professionals
Staff and team members at Branches of Long Island dedicate their time to supporting families facing food insecurity and financial hardship across the Island. That commitment to service might mean personal retirement planning can take a back seat. Small, consistent steps with workplace plans and personal savings can compound into meaningful long-term security.
We help you learn exactly where you stand today and what simple next steps can help strengthen your future — without pressure and without product-pushing.
Ready for Clear Next Steps?
Book a complimentary 10-minute 403(b) checkup or a full VirtualWealth strategy session. Both are available by secure video or in our Hauppauge office.
Call (631) 389-2358 | Text (631) 904-0901
Related Guidance
403(b) Checkup
Quick review of fees, match, and allocation inside your workplace plan.
Learn MoreVirtualWealth Planning
High-touch virtual sessions for complete financial clarity and goal mapping.
Learn MoreLife Insurance Guidance
Objective quotes and coverage recommendations that fit your family and budget.
Get QuoteFee Structure
Transparent pricing so you always know exactly how we work together.
View FeesLong Island Cares Team
Specialized guidance for employees of Long Island’s regional food bank.
Learn MoreMeet the Team
Learn about the people behind Atlas Benefits Advisor and our approach.
Meet the TeamFrequently Asked Questions
As a 501(c)(3) nonprofit, Branches of Long Island team members may have access to a 403(b) plan or other workplace retirement options. A complimentary review helps clarify available plans, contribution opportunities, fees, and how to maximize long-term growth.
In about 10 minutes we identify fees, contribution rates, and allocation choices. You leave with clear next steps tailored to nonprofit employees — no obligation.
Yes. VirtualWealth sessions are designed for busy nonprofit professionals who serve the community. Meetings are conducted by secure video so you can participate from home or the center with zero commute.
We are based in Hauppauge and serve many Long Island nonprofit clients, including organizations focused on food security and family support. VirtualWealth sessions are also available nationwide.
A recent retirement plan statement (if available) and a rough idea of your contribution percentage are helpful. We guide you through everything else.
Let’s Build Your Plan Together
Local expertise. Virtual convenience. Clear guidance for the people supporting Long Island families every day.
410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788
Call (631) 389-2358 | Text (631) 904-0901
admin@atlasbenefitsadvisor.com
Home · Fee Structure · VirtualWealth · 403(b) Checkup · FAQ · About
This page provides general educational information. It is not personalized advice, a recommendation, or an offer to bind coverage. Workplace plan features vary. Atlas Benefits Advisor is not affiliated with Branches of Long Island.