How will you make the
most of your retirement?

Throughout your investing life, you’ve worked hard to save for the retirement you have always envisioned. In this workshop, we’ll talk about one of the most important financial events each of us will experience-the transition to retirement. We will discuss the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals.

Join us for an informative seminar during which you’ll walk away with a better understanding of:

Tuesday - January 30th, 2024 at 6:30 PM

Lamplighter Restaurant

831 Fetzner Rd., Rochester, NY 14626

Dinner will be served. Seating is very limited.

Our approach to
wealth management
is straightforward.

We aim to simplify your life by handling the complexities of all things financial—managing investments, retirement planning, insurance, taxes, estate planning, mortgages, and college planning to name a few. As fiduciaries we’re focused on your best interest, and help you coordinate with outside professionals such as CPAs and attorneys to make sure everything is in sync.

Throughout the year we update you on progress toward your goals, add perspective around current trends, and proactively ensure you’re prepared for what’s next. You’ll find we take a teaching-based approach to everything we do. Most prefer the executive summary, others like the detail, but our goal is that you always come away with a firm grasp of the ‘why’ behind a recommendation.

It’s an honor to come along with you on life’s journey. We believe the hallmark of a great partnership is when it becomes essential. A client once shared: “When I have a big decision to make, there are two conversations I have. The first is with my spouse, the second is with you.” We cherish these comments and work hard to bring valued advice to the families we serve.

Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives…