Overview

Helping individuals, families, and businesses in the Rochester, New York, area for more than 30 years.

FINANCIAL PLANNING FOR INDIVIDUALS

As independent financial advisors, we answer to you, so you can make informed decisions with guidance across many areas of your financial life, including:

Accumulation, so your investments address your objectives and comfort level
Retirement planning, so you are well positioned to pursue your dreams
Estate planning, so you can pass on your assets to whom you choose
Risk management, to mitigate any threats to your personal or business assets
Business planning, to help you manage and develop your business
Taxation, to lessen the tax burdens you face now and in the future

FINANCIAL PLANNING FOR BUSINESS OWNERS

Stay focused on your business knowing that you have an experienced team to help you every step of the way with:

Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
Risk management, to mitigate any threats to your business assets
Retirement planning, to help you select a retirement plan that aligns with your company's needs and goals
Insurance planning, to support your employees' insurance benefit needs
Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances

SOLUTIONS FOR PLAN SPONSORS

As independent financial advisors, we can deliver guidance that you and your participants can count on—and that leaves you feeling confident that you’re meeting your obligations. Services include:

Fiduciary management, to help shoulder the responsibilities and regulatory obligations that come with managing the plan
Investment expertise, to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives
Plan design, to help you have a plan in place that’s focused on and conducive to participant well-being
Vendor due diligence, to conduct reviews and benchmarking to assess vendor services, costs, and overall value
Participant services, to provide your employees with investment guidance and education to help them feel more confident about their retirement plan savings

No matter what type of financial support you’re looking for, you can feel confident knowing that you’re working with a valued financial guide.