Fiduciary, Fee-Only, Independent
Financial Advisor and Retirement Planner
"Am I going to be comfortable,
Expert advice with the big question that's on many people's minds with retirement planning and investing:
"I serve the hard-working men and women of the Rochester NY area..…. those that have worked hard, saved and sacrificed for many years for retirement, much like my own parents and family…..
….they deserve excellent treatment and to know their retirement advisor is 100% in their corner, expertly working with them toward their financial comfort and overall well-being. And it is my goal to be the best financial advisor possible for them.
Serving individuals and families in Rochester NY and Surrounding Areas
My Mission as a100% Fiduciary and Fee-Only Financial Advisor
I got into this business for two reasons:
1) I've had a lifelong love of investing and planning, starting at age 14
2) I've been infuriated to learn what some people that are close to me have payed their advisor and how little they got for that money, and I want to do something about that
We all need a financial plan and guidance from someone we trust to prepare for the major shifts that come our way with our finances, health, and relationships. Each one of us comes with different histories, beliefs and goals for money. By truly understanding where you come from, my responsibility is to identify what to focus on to plan and protect for the lifelong financial stability of you and your family. I feel this is my utmost responsibility as your fee-only , fiduciary financial advisor, to stay on top of complexities for you.
A well-crafted and updated financial and retirement plan is especially important as people approach the high importance decades - 10 years before and 10 years after retirement. This is the "red zone" when people transition from being a saver and investor to being a retiree and begin drawing real money from investments, pensions and social security for housing, health care, utilities, entertainment, gifts etc.
Informed money decisions and consistent practices can make an outsized impact on people's financial and overall lives. I believe your financial advisor should be there for you if you like "talk things through" on major decisions, both the financial part and the emotional part as well.
I’ve found that talking about money is just like talking about anything that gives us feelings of uncertainty, or subjects where our guard is up; you’re likely to feel a sense of relief once you’ve done it.
I would love to have a thoughtful conversation with you. To learn about you and the people and needs that are important in your life.
Give me a call or drop me an e-mail just to get to know each other a bit. The conversation is easy & relaxed, and no preparation is expected to start.
Call or text to talk and set up a time for a call, or below are just a few of time times available where you can book directly
We usually start with an informal 20 minute phone consultation.
160 Linden Oaks, Rochester, NY 14625