Are your finances getting more and more complex?
I provide fee-only financial planning from Rochester, NY.
With a client base spanning the entire USA.
I focus on individuals and families who need:
- Retirement planning & portfolio design.
- Complex tax planning & lifetime tax minimization.
- Equity compensation & de-risking concentrated investments.
I partner with clients on a recurring year-over-year basis.
I no longer provide hourly / one-off engagements.