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Free Consultations

More Than 20 Years of Experience

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Experience Financial Planner in Mechanicville, NY

Financial Services

Without financial planning and management services from an experienced planner, you can find yourself in big fiscal trouble years down the road. We will help you prepare for the future when you turn to me, the owner and operator, for quality services tailored to your unique needs.

Proudly Serving: Saratoga, Rensselaer, Warren, Washington, & Albany Counties

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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