Organizing your documents and clarifying your goals are keys to financial wellness. We've provided a checklist to help you keep track of your assets and information.

We are proud to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. Learn more about viewing and completing your tax return package.

This seminar is intended for individuals currently on Medicare or about to begin Medicare. Attendees will be presented with the options available to them in 2023, with specific emphasis on the Medicare Advantage Plans available in the Rochester region.

MoneyCenter provides a comprehensive view of your finances, giving you the convenience of a personal finance website, plus the guidance and support of a professional advisor. This video provides a review of MoneyCenter and how to set up and access your account.

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years into the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

The IRS will begin accepting filings on January 24, 2022. Taxes are due on April 18, 2022. To meet this deadline, please have your information to us no later than April 4, 2022. If received after this date, we may have to file your taxes on extension.