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Recipe for Retirement Savings

What's the best way to save for your retirement? When cooking up a savings program, one possible recipe may combine annuities and mutual funds with life insurance. How you mix these ingredients may vary, depending on 1) the number of years remaining until retirement; 2) how much you expect to receive from your employer, the government, and other sources; 3) your current savings; and 4) your individual risk/reward profile. It's important to keep in mind that what works for a neighbor, relative, or co-worker may not be right for you - the recipe must be "seasoned" for your individual needs.

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200 Meridian Centre
Suite 150
Rochester, NY 14618
ph: 585-385-2280
fax: 585.350.7288

For consultation, call (585) 385-2280, or click here. We look forward to helping you meet your objectives.
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BEST TIMES DIALOG:

A monthly conversation with our clients

The 4th Wednesday evening of every month, from 7:00 to 8:00 p.m.

Go to our seminars tab on the left for more details...

Put Your Future in Capable Hands

A financial advisor you can trust; an organization you can count on. With Best Times Financial Planning, you get both. Here's how we work:

  • We identify your needs and objectives.

  • We fully analyze and evaluate your personal situation.

  • We give you input and advice to help you make timely, informed decisions.

The benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various options can have on the financial well-being of you and your family. This places you in a better position to make wise decisions, and makes implementation much easier.

We're with you all the way.

Many of our clients have long-term advisors - an attorney, a CPA, a broker - they already trust. We supplement and coordinate the work these advisors do for your estate, retirement and business succession planning. Specifically, we look at all areas of your financial plan and pull them together in a cross-disciplinary manner to most effectively help meet your financial security and asset preservation needs and objectives.

No more guesswork.

Without the help of an accurate, focused and long-range financial model, you aren't planning. You're just guessing.

We have access to proprietary software that allows us to create an individualized "financial condition model" for you. This model can reveal:

  • The long-term adequacy of your current financial resources and plans.

  • A comparative analysis of financial planning strategies you're considering or already have in place.

  • The impact of future changes in your personal or family situation, asset values, taxes or inflation.