Advice

We are focused on anticipating your needs so you can focus on living your life.

In addition to our CERTIFIED FINANCIAL PLANNER™ practitioners, whether you’re seeking advice on Employee Benefits at Kodak or another organization, 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.

  • Benefits Counseling for Kodak employees and related organizations
  • Employee Benefits
  • Health Care
  • Social Security
  • Tax Preparation and Planning Services
  • Insurance

Click here to read our recent article on the Tax Cuts and Jobs Act.

Helpful links

Meet our Advice Team

James T. Englert, CFP®, EA

President & CEO

Jennifer E. Vogler, Esq.

Chief Compliance Officer

Kenneth J. Burke, CPA/PFS CBEC®

CFO & General Manager

John W. Littwitz

Benefits Specialist

James R. Nesbitt

Social Security Specialist

Timothy M. Verna

Client Service/Tax Preparer