Understanding Today’s Financial Environment
Welcome, we are a family financial services practice here in Fairport, New York. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (585) 377-2500.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This article may help you maximize the benefits of your donation for your chosen charity.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a quick guide to checking to see if you have unclaimed money.
Check out this video to begin separating fact from fiction.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Bucket lists don’t have to be for tomorrow.
Learn about the importance of having an estate strategy in this helpful and informative video.
When markets shift, experienced investors stick to their strategy.