CONNECT

Address:

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

Phone:

(585) 241-5900

Fax/Other:

(585) 244-5416

How do you spend your time?
Do you spend it managing your obligations?
Do you spend it pursuing your dreams? 

Retirement is the time to do the things that matter to you. Your finances should let you do them.

You should have a uniquely personal retirement plan - the kind that can free you to live your dreams and live with more peace of mind. Who will make the personal commitment to guide you on that journey?  We will.

The older you get, the more you realize that time is your most precious asset. When you have the financial freedom to decide how you want to spend your time, you have the ability to enjoy an emotionally and intellectually rewarding retirement, a retirement on your terms.

This will not happen by chance or luck, only by design. We can help you design a retirement of choice, the wise alternative to a retirement of chance. Contact us today to learn how we can help you position yourself financially for a great retirement.

Time and Effort

The most important things in life don't cost anything: dreams, family, friendships, memories ...peace of mind... these are the things that matter.

Will they come first in your life?

Can you clear away what is in the way?


Planning for what is really important

Our integrated planning can accomplish that for you. We will address your income, savings and estate planning needs in the same process, all with an emphasis on reducing your risks and preserving your resources for as long as you live.

This kind of planning can smooth your retirement transition. You can leave work ready to pursue your dreams and be confident that your money is working for you.

We will learn what matters most in your life, and help you to do it. As CERTIFIED FINANCIAL PLANNER practitioners, we can give you unbiased advice - and craft strategies specifically tailored to your goals.  We can privately manage your wealth for years to come, as a trusted partner helping you make crucial decisions for your well-being.

Simplifying the complex

We will study your current financial situation, and show you ways to direct your assets to improve your lifestyle.  We educate and explain everything clearly. You see the reasons behind our recommendations. You understand "how it works" and the difference the financial strategy can possibly make.

We are experts in IRA planning, with extensive understanding of IRA distribution options and their tax implications. We can show you the effect different withdrawal decisions and beneficiary choices will have on your estate.

The right Perspective

Retirement planning is not merely financial. It can involve a change of scenery, even a change in the way you look at living.

By aligning your wealth with your purpose, you can gain peace of mind and plan for what really matters in life.

Now is the time. Take the time to plan with us today. Contact us to inquire about our integrated planning - the kind of coordinated planning that can help you realize your life goals. 

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