Meet Thomas Donahue, CFBS & Donna Herlihy of Donahue Financial Management Group (DFMG). Benefits Specialists of NY (BSNY) and Donahue Financial Management Group (DFMG) formed a strategic alliance in September 2006 to better serve our clients and the Central New York Community.

Tom earned his designation as a Certified Family Business Specialist in 2005. A CFBS professional is a designation held by approximately 300 financial services professionals who have completed a rigorous educational program at The American College in Bryn Mawr, Pennsylvania. This achievement places him in a distinct class in the financial services industry where providing services to family-owned businesses regarding succession planning, business valuation, family business dynamics, and financial service products specifically tailored to family business needs is critical.

Donna has worked in the insurance industry since 1999 and specializes in income replacement strategies and life insurance, individual disability income contracts, retirement contribution protection, buy-sell disability income contracts and business overhead contracts.

Through the end of 2006, DFMG will be offering a free BusinessReview. This exciting benefit will include a review of your business insurance costs and compliance with 404C and your fiduciary liability under ERISA.

Please call us at (315) 470-1889 to schedule a free BusinessReview.

Return to Front Page