Carefully navigating your financial future.

It’s your future.

You need to make financial decisions based on a myriad of factors. With a wide range of services, we are as flexible as you need us to be. Planning, investments and advice are just the beginning. We work with you, to help achieve your goals.

 

Planning

Retirement, creating a legacy and business owner succession plans require careful consideration and diligent planning. Our process is collaborative and thorough; we help you identify, clarify and monitor your plan each step of the way. Throughout the process, our main goal is to help you achieve yours.

Investments

Our in-house portfolio management team focuses on research, analysis and implementation of our investment process, while keeping a close watch on risk, diversification and cash flow. Recognizing that your objectives will vary throughout your lifetime, we offer a number of investment strategies, each following its own unique discipline.

Advice

In addition to our CERTIFIED FINANCIAL PLANNER™ practitioners, whether you’re seeking advice on Employee Benefits at Kodak or another Employer, Health Care, Social Security  or Taxes, our team of specialized, experienced and credentialed professionals is here for you. We’ll listen, analyze your needs and help you develop a path that starts and ends with you.

The Financial Advocate

Summer 2018 Financial Advocate Newsletter

We’re excited to share with you the newest edition of The Financial Advocate. In this issue, you’ll find information about the Tax Cuts and Jobs Act (TCJA), an article on estate planning, portfolio updates…read more

The Financial Advocate

Winter 2018 Financial Advocate Newsletter

We’re excited to share with you the newest edition of The Financial Advocate. In this issue, you’ll find information about our new office space, an article on the value of financial planning, tax tips,…read more

Register for an Educational Workshop

  • 2019 Medicare Planning: Annual Health Care Enrollment (John Littwitz, Health Care Specialist)

    October 23, 2018 | 10:00 am - 11:30 am

    High Falls Advisors, Rochester New York

  • Retirement Income Management presented by James Englert, President & CEO

    October 24, 2018 | 10:00 am - 11:00 am

    High Falls Advisors, Inc., Rochester New York

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