Mailing Address
300 Corporate Parkway, Suite 216N
Amherst, NY 14226
Physical Address
300 Corporate Parkway, Suite 130N
Amherst, NY 14226
Mailing Address: 300 Corporate Parkway, Suite 216N
Amherst,
NY
14226
Phone:
- 716.842.1993
Fax:
- 716.842.4024
Newsletters
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
-
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.