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.
Frequently Asked Questions
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.
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 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.
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.
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 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.