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
- SIMPLE 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
Insurance
- 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