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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. 

Call us today
for an appointment


475 Sherrill Road

Sherrill, New York 13461


Monday - Friday 

8:30 am to 4:30 pm

Inquire for additional

appointment times.

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