Who We Are
Independent Financial Planners
We are independent financial planners based in Syracuse, N.Y., who assist people in identifying and reaching their financial goals. Our objective is to partner with our clients and walk them through the difficult financial decisions that have to be made today to prepare for a secure tomorrow.
Comprehensive Planning Services
Our services include comprehensive tax, estate, and investment planning. We use an approach designed to ease the anxiety typically faced by people who are either saving for retirement or already in retirement and have significant assets that must provide income and security for the rest of their lives.