Plan. Protect. Prosper.
Achieving your goals using integrated risk management.
A team built to strive
We begin with an evaluation of all personal and financial circumstances. Our detailed approach includes obtaining information regarding a client’s health, life expectancy, family situation, and financial footprint including expenses and all sources of income.
After we gather all client information we identify the areas that need attention and help prioritize and set goals to meet our clients expectations.
Once we understand our client’s goals we analyze where they are currently and build a plan around maximizing their efforts moving forward.
What We Do
As trusted advisors, we work with individuals and businesses to most efficiently manage the wealth they have accumulated. We firmly believe that a solid financial plan is the cornerstone to understanding how those assets should be invested and distributed. By offering comprehensive financial planning as well as target-risk investment management, our team provides the services that are crucial to their continued success.
Due to the highly contagious nature of the novel coronavirus, PKS has enacted our Business Continuity Plan. This means that most employees are working from home and we are temporarily not meeting with clients in person to minimize the risk of infection. PKS will remain fully functional during this extraordinary time and there will be no interruptions to our service. Please contact us if you have any questions as we remain available to address our clients’ concerns.
What Types of CLients Do you Work With?
While some financial planners prefer to work with clients whose assets fall within a particular wealth range, we believe that we have applicable financial planning and the associated investment management services that would benefit nearly any status. Often times instituting a minimum asset value is a selling point of the exclusivity of a practice. We believe that the basic principles of financial planning are the same no matter how many zeros you add or subtract. The relationship between the advisor and client is so important to us in striving to form a lifetime financial partnership. In our practice, our clients include our family members, friends, people we have met in the community, and referrals ranging in age from teenager to age 90+. We enjoy working with different generations.
Do you work with small businesses?
Small business owners face unique challenges to their plans that require careful attention. We are proud to work with fellow entrepreneurs and assist them in integrating their business into their overall financial plan.
do you charge a fee for a consultation?
We offer a no-cost, no-obligation initial consultation to see if our services are a right fit for your situation.
What Types of Businesses Do you Work With?
We currently have retirement plans for various types of businesses ranging from self-employed (SEP or Simple IRA or Single 401K) to larger companies 401K Plans with many participants. In most cases, we have had a financial relationship with the business owner who would like to offer our services to their employees.
I already have a financial advisor can i still ask for a consultation?
Yes! Sometimes another set of eyes can shed light on previously overlooked facets of a financial plan. As with medicine, a second opinion can be quite helpful!
Do I have to live near Albany to be a client?
It’s not a requirement that you live near Albany. For clients that can’t meet with us in person, we have an option for a Zoom meeting (requires an internet connection), or a consultation over the phone.
We want to talk to you.
AlbanyAdvisor Group is a division of PKS Advisory Services LLC, an SEC Registered Investment Advisory Firm.
Investments and insurance products are made available through Purshe Kaplan Sterling Investments and are: NOT FDIC INSURED·NOT BANK GUARANTEED·MAY LOSE VALUE·NOT A DEPOSIT·NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207
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