CONNECT

Address:

2000 Winton Road South
Building 4A, Suite 206
Rochester, NY 14618

Phone:

(585) 241-5900

Fax/Other:

(585) 244-5416

Understanding Your Financial Objectives

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Having Adequate Protection



  • Planning for emergency needs
  • Replacing earning power if disabled
  • Providing for dependents in case of death
  • Providing for long-term care costs
  • Protecting your ability to meet accumulation and education goals



Accumulating Wealth



  • Reviewing your investment portfolio
  • Creating/enlarging emergency funds
  • Buying a house or vacation home
  • Accumulating money for education expenses
  • Saving for a special purpose
  • Managing debt



Managing Income Taxes



  • Minimizing state and federal income taxes
  • Minimizing state and federal estate taxes
  • Analyzing how your business affects personal income taxes
  • Coordinating with your tax preparer



Planning for Retirement



  • Ensuring adequate retirement income:

    • Government and employer plans
    • Personal investments


  • Protecting the impact of earlier or later retirement
  • Pension rollovers
  • Providing for

    • Medical care
    • Nursing home care


  • Coordinating your estate plan with your retirement goal



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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck