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Retirement Planning

Today, the financial world is complex and full of choices and uncertainties. Especially when you are preparing to retire, you need a trusted advisor with experience.

 

The specialty of our practice is preparing our clients for the many decisions that face them at retirement. If you are considering a relationship with our firm, these are some of the services you can expect:

  • Designing appropriate investment strategies for all your assets.

  • Creating retirement income that lasts your lifetime.

  • Coordinating tax-free transfers from your employer plans (401k’s) to your personal IRA.

  • Assisting clients with income tax planning.

  • Selecting the right pension options.

  • Sorting through the myriad of Medicare choices.

  • Transferring your estate efficiently to your heirs.

  • Protecting your assets from potential long term care expenses.

  • Working closely with your surviving spouse or beneficiaries to help them make the right decisions in times of transition.

  • Joining your team of professional advisors, including legal and accounting, to provide you the most comprehensive advice. 

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Call us today
for an appointment
315.821.2827

Location

475 Sherrill Road

Sherrill, New York 13461

Hours

Monday - Friday 

8:30 am to 4:30 pm

Inquire for additional

appointment times.

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