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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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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.