Retirement Planning

Retirement planning focuses on assisting a client in building long-term financial security.  During this process, we examine the methods for determining the amount that must be saved by an individual to fund the retirement income need.  The amount needed is directly affected by social security benefits, Medicare availability, and employer sponsored plans as well as other resources the client may have available to them.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Investments through PKS or RIA are:
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY