Financial Planning Servicesin Glens Falls, Saratoga, Albany & The Adirondacks

Whether you’re repaying student loans, planning for retirement, or starting a business, I offer a complete portfolio of financial planning services for both individuals and small businesses in Glens Falls, Saratoga, Albany and throughout the Adirondacks.

As a fully independent financial advisor, I have the choice of hundreds of investment and insurance companies to help meet your goals, and a fiduciary responsibility to always put your best interests before my own.

General Financial Planning Services

  • Financial Plan Design
  • Retirement Income Planning
  • Estate Planning
  • Fee Based Investment Accounts & Portfolio Design
  • Fee Based Financial Planning
  • Hourly Financial Planning
  • Tax Strategies
  • Charitable Planning
  • Investment Risk Analysis

Retirement Income Planning

  • Rollover IRAs
  • Roth IRAs
  • Traditional IRAs
  • SEP IRAs
  • Roth Conversions
  • Backdoor Roth Conversions
  • 401(k), 403(b), and Deferred Compensation

Investment Planning

  • Managed Investment Accounts
  • Individual Securities
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Variable Annuities
  • Fixed Annuities
  • Alternative Investments
  • US Treasuries
  • CDs
  • Bonds
  • Investment Trusts

College Savings Plans

  • 529 Plans and Strategy
  • Hybrid Investment Accounts


  • Income Replacement and Estate Planning
  • Term Life Insurance
  • Permanent Insurance (Variable and Whole Life)
  • Trust Held Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Financial Planning Services for Small Business

  • 401(k) plans
  • Solo Traditional and Roth 401(k)s
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Business Succession Planning
  • Business Owned Investment Accounts