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Where Are You Today?

Rookie

Not your grandfather’s financial plan. We do the heavy lifting, you follow the plan and together we watch your goals being met. From debt planning, cash flow planning and selecting your first investment, we are here directly for you. Sign up for our monthly millennial email.

Vet

Ok, you have gotten the ball rolling. Settling into your career, perhaps married, perhaps kids, but you’re not even close to being done yet! We are prepared to help you make these difficult financial choices, continue evolving your investment strategy, updating your financial plan, starting college saving and ensure you are continuing to get ahead of your financial aspirations. Business owner? Yes we have a team for that, too! We are here directly for you. Sign Up for our____email

All Star

Congratulations, you are well on your way and probably beginning to think long and hard about your retirement. How much do you need, how much can you spend, how long will it last? These are all pressing questions and we do not take them lightly. We are specialized to handle simple and complex retirement plans. We believe your investment selection is extremely important during this phase! We are here directly for you! Sign up for our monthly retirement email.

Hall of Fame

You did it. You played a huge impact, in multiple roles during your career. You lost your career identity, but have refocused on you. Your assets are providing you your needed income, and you are aware of every dollar spent. You are a financial planning legend! We are here to ensure your plan and investments last you and to assist you as you begin your financial philanthropy for yourself, family and community. We have extensive estate planning experience and we are here directly for you! Sign up for our monthly lifestyle email

Growth is never by mere chance; it is the result of forces working together - James Cash Penney

Who We Are

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What We Do

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Why We Do It

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Financial Transition Services

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Getting Started With Us

“The price of inaction is far greater than the cost of a mistake” – Meg Whitman

Financial Planning  Schedule a meeting   Schedule a call   Reach Sean at (716) 276-7500  Reach Paul at (727) 791-0077 

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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."