Broker Check

Let's take the first step.

The road to a brighter financial future starts when you contact us.

The road to a brighter financial future starts when you contact us.

The road to a brighter financial future starts with a first step: contacting us. From there, we have a process six-point for getting to know you, understanding your goals, and seeing if we’re a good fit for each other. All you have to do is take the first step: just fill out the form below or call us at 585-485-6048. 

1. Are we a good fit?

During this exploratory meeting, we’ll explain our approach to personal finance and discuss your financial goals. We’ll also gather information about your current retirement savings plan, tax management strategies, and explore other financial topics. 

2. Getting organized.

At the next meeting, we'll conduct an in-depth evaluation of your current finances while determining your long- and short-term needs. This gives us the information we need to move forward in developing your customized savings plan.

3. Behind the scenes expertise.

Our team will then review this information in order to answer pressing financial questions including:

  • How much money do you need to reach your goals?
  • How will you meet your savings goals?
  • Can we improve your current strategy or portfolio?
  • How do we reduce risk in your financial plan?
  • What can we plan to transfer wealth in the most tax-efficient way possible?

4. Idea meeting.

We'll come together to review our findings and provide simple, action-oriented recommendations. We can also discuss what the next steps are and answer any questions you may have about your financial plan. We're happy to get started right away, or you can take some time to think about it.

5. Think about it.

If you need time to think about working with us, we’ll wait to hear from you.

6. Action meeting.

When you’re ready to put your personalized plan into place, we’ll get started on the next steps.

Thank you!

New York Office

1169 Pittsford-Victor Road, Suite 120
Pittsford, NY 14534