Wealth Management - Retirement Planning
Rochester & Mt. Morris, NY

For many generations, retirement signified the culmination of 40+ years of long hours, hard work and sacrifice in the labor force. Today without proper planning, complete separation from employment may not be practical or financially prudent. Regardless of what point you are in your career, it is imperative to start planning for retirement as early as possible.
We want to know, “What does retirement mean to you?” Does it involve starting a business you have always dreamed of, working part-time just “for something to do” or even sailing around the world? There isn’t a “one size fits all” approach to how you live out your golden years. Due to medical advancements, people are living longer, more productive lives. As a result, the number of years spent in retirement may be significantly greater than what previous generations experienced.

“If you fail to plan, you are planning to fail!”

- Benjamin Franklin

We want to know what keeps you up at night. Our retirement planning process begins with an extensive DISCOVERY meeting that focuses on you. Some of the most common questions we receive from our clients include: Are we currently saving enough? Will our nest egg sustain us through retirement? Are our investment accounts performing as they should? Will our government and/or employer pension plans be sufficient? Can we count on the Social Security system for benefits when we need them? Be assured, we are here to address these and any other concerns you may have.

We partner with you to develop the most appropriate plan to help in the pursuit
of the lifestyle you envision.