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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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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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.
Calculators
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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.
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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.