Just like you, your financial needs and objectives are unique. We will work closely with you to not only help you define your individual needs and objectives, but also to design and implement a customized solution to help you and your family achieve your unique financial goals.
We Moved!
Our new office is located at:
1250 Pittsford-Victor Rd.
Building 200, Suite 150
Pittsford, NY 14534
Phone, fax, and email address remain the same.
About Our Move
I have been an owner and an occupant of Perinton Profession Park for almost twenty years. After twenty years my office was beginning to show its age. In fact, prior to the pandemic, we had made the decision to renovate the office. When the pandemic hit, we put our renovation plans on hold. Coincidently, in 2021, a real estate developer made, what all owners agreed, was a fair offer to buy the entire complex. By selling the property, I am now able to relocate my office into a nicer, more accessible, centrally located office. Moreover, since I will no longer be an owner, I can focus the entirety of our efforts doing what we do best: serving your needs.
Newsletters
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.