Our Services

Portfolio Management

Portfolio Management entails designing and implementing a portfolio of investments based on time horizon, risk tolerance and investment goals. The portfolio is managed on an ongoing basis by rebalancing and shifting allocations to seek improved returns or provide protection from potentially over-valued asset classes.

Retirement Planning

Retirement Planning is the process of looking at current assets, expenses and future cash flows to determine the sustainability of assets during retirement. This provides an answer to the question “Do I have enough to retire?”

Financial Planning

Financial Planning involves the client sharing extensive personal and financial information with our office, which we then use to map out a plan to help them reach the goals they have identified. A typical analysis includes items such as: Retirement planning, risk assessment and insurance coverage, estate and asset transfer planning along with investment review. Our service culminates in a comprehensive report outlining current financial conditions and future estimates of financial condition.

Business Analysis

Business owners can often benefit from the tax and retirement planning services we offer. From entry-level retirement plans to full-featured defined benefit plans we can often develop a strategy that allows a business owner to shelter significant dollars AND save on taxes. With two partners who are CPA’s we have the capability to fully evaluate a company’s financial situation and offer broad-based solutions.

Non-Advisory Securities offered through Purshe Kaplan Sterling Investments
Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. (ph. 518-436-3536)

ACCREDITED WEALTH MANAGEMENT ADVISOR^SM and AWMA^® are service marks of the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM and in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

Not FDIC Insured. Not Bank Guaranteed. May Lose Value, Including Loss of Principle.
Not Insured by any State or Federal Agency.