The financial planning needs of hardworking professionals employed in the educational fields are an important focus of our firm. Whether you work in a K-12 public school district in New York or Pennsylvania, the State University of New York or one of the area’s private colleges or universities, we understand your unique financial needs and are experienced in providing customized financial planning solutions. We are also well versed in the complexities of the New York and Pennsylvania State Retirement Systems as well as the many and varied retirement saving’s vehicles available to you such as 403-b, 457, 401-k and IRA plans, both ROTH and traditional.
There are so many moving parts and choices within your financial picture. Our sophisticated planning resources will help you sort through the confusion and design solutions that are optimal for your goals and circumstances. Our comprehensive client financial planning system called eMoney Advisor will provide you with an organized view of your complete financial picture updated daily and visible to you 24/7. It will allow you to take the wheel if you desire and model unlimited retirement and investment planning scenarios as well as track your expenses automatically and maintain your budget. It provides a secure, encrypted digital vault to store important documents safely. Please click the button below for a video tour.