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The financial planners listed are Financial Planners with and offer securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPL Enterprise and LPL Financial are not affiliated with Finger Lakes Financial Group or Prudential. Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under "Prudential."

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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We help
you
teachers
doctors
retirees

with
Investment Planning
• Assessing your level of risk tolerance
• Understanding your investment objectives and time horizon
• Developing an asset allocation strategy that's right for you
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Retirement Planning
• Estimating retirement income and expenses
• Estimating the value of government programs
• Determining the amount you need to save now to help meet future retirement income goals
• Analyzing "what if" scenarios
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Protecting Your Family
• Helping ensure your family's ongoing financial needs will be met if you die
• Helping insure against income or asset loss due to illness, injury, or long-term care needs
• Planning for continuing your business
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Assessing Your Financial Situation
• Tracking income and expenses
• Determining net worth
• Establishing an emergency fund
• Examining your employee benefits
• Identifying financial roadblocks
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Saving for Major Expenses
• Funding a college education
• Buying a house or car
• Developing a cash reserve for special occasions, like weddings or vacations
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Tax Planning Strategies
• Helping project federal income taxes
• Developing tax strategies
• Helping to stay abreast of tax law changes
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Estate Planning Strategies
• Alongside your attorney, helping to plan the orderly distribution of your estate
• Helping to reduce estate taxes
• Funding estate taxes
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