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Finger Lakes Financial Group

Finger Lakes Financial Group

Whether you're beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner.

Our goal is to make financial decisions easy to understand and simple to implement.


We Specialize In:

  • Investment Planning
    Evaluating your current IRAs and 401(k)s, and making appropriate recommendations based on risk tolerance, time horizon, performance, and fees.

  • Life Insurance
    Reviewing your current life insurance coverage and, if appropriate, recommending new or exchanging current life insurance to a new life insurance policy. We are able to work with most life insurance companies, subject to state limitations.

  • Annuities
    Evaluate and recommend when an annuity is appropriate. We work with most annuity companies, subject to state limitations.

  • Financial Planning
    Customized advice designed to answer questions like "Can I retire?" and "How much can I spend each year?".  Receive fee-based professional advice to answer questions and address whatever worries you may have. From here, we design a plan using advanced investment, tax, and estate planning techniques to improve the odds of you achieving your financial goals.

  • Estate Planning
    Devise plans to avoid probate, reduce the impact of long-term care events, and help with settling estates.

Advanced Techniques

Advanced Techniques

  • Combine investment, tax, and estate planning strategies.
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During this process, we look to:

During this process, we look to:

  • Reduce Expenses
    Insurance costs, income and property taxes.

  • Design Savings Plan for Retirement
    How much do I have to put away so I can spend without guilt? 

  • Income Plan for Retirement
    What can I spend now without the fear of running out of money later?
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Our Financial Planning Process

"Can I retire?" is a much more complicated question than “Is my IRA set up okay?”

Our financial planning process addresses each of the major financial areas of your life while using advanced techniques to help you achieve your financial goals. 

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What We Offer

Using our knowledge and experience, we will combine investment, tax, and estate planning strategies, and we will do it for you. 


You can count on us doing all of the work agreed upon and putting the plan into action, taking the work and the worry out of your hands.


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During Our Planning Process

Throughout our planning process, we look to help you:

  • Reduce Expenses
    Insurance costs, income and property taxes.

  • Design a Savings Plans for Retirement
    How much do I have to put away so I can spend without guilt?

  • Create an Income Plan for Retirement
    What can I spend now without the fear of running out of money later?

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Our Mission

To make our financial planning process feel like an experience that covers all of your financial goals, and for our all of our clients to know that their accounts are the right thing for them and up to date based on market standards.

Pre-Retirees

Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Families

Families

Understanding your unique needs

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

Request an Appointment

What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team consists of seasoned professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Gather Information

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Define Your Goals

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Implement a Plan

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get Your Financial Journey Started Today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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