Financial Planning Services

We offer a complimentary 30-minute “Get Acquainted” financial planning meeting to learn about you and determine how we can best help you. We spend time to determine if the fit is right and firmly believe that a relationship with a financial planner isn’t one to be entered into lightly. We strive to have deeper, more consultative client relationships in order to make as great a difference in our clients’ lives as possible.

Our CFP® professionals are held to a strict code of professional and ethical conduct and are required to act in a fiduciary capacity. As as a fiduciary, we are legally bound to act in good faith and in the best interest of the client and provide written disclosure of any conflicts of interest.

We are dedicated to the delivery of comprehensive financial plans and risk controlled portfolios as unique as the clients for whom they are individually tailored. We understand your financial planning and investment needs are unique. You need a relationship with a firm that promises to put your interests first; a firm with proven experience and the right professional credentials. Whether you are just starting to invest or transitioning into retirement, we will help you create a plan appropriate for you and your lifestyle. Typically, we’ll identify strategies within:

  • financial planner albany nyLife Values and Goal Based Planning
  • Cash Flow Planning
  • Retirement Income Planning
  • Risk Management and Asset Protection
  • Asset Allocation Strategies
  • Investment Planning
  • Education Planning
  • Tax Planning
  • Estate Planning