Retirement and Estate Planning

Retirement planning is a careful and precise process and is the center of our ongoing relationship with our valued clients. Our experts will help bring clarity to your goals and identify issues, problems and solutions that will give you confidence in your ability to meet your goals throughout your lifetime.

albany ny financial planningWe use sophisticated technology and provide financial benchmarks to measure and evaluate your progress. Our financial planning software uses Monte Carlo simulation, which helps clients understand the impact of risk and uncertainty in their financial plans and provides a realistic picture of their retirement goals.

Annual review meetings and frequent communication ensure you stay on target with where you want to be, allowing for peace of mind and financial harmony. We judge our success by your comfort, security and financial independence.

We work closely with allied professionals such as accountants and elder law attorneys in the Albany NY area to ensure a cohesive plan is in place for our clients.