Retirement Plan Consultants

Now is the perfect time to plan for your future

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Plan now. Relax later.

You shouldn’t have to work forever.

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By preparing now, you help create financial freedom so you can choose when you’re ready to retire, even if it’s still many years into the future. 

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Because it’s never too early to plan for your retirement.

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We’ll help you start.

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How will you spend your retirement years?

Fishing on The Finger Lakes? Traveling the world? Hosting backyard BBQs for family and friends?

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Tell us what your retirement vision looks like, and our financial advisors and retirement planning tools will help forecast your future and create a plan for your savings so you can get there on your terms.

Know what you need to retire comfortably

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Envision your retirement

Specialized planning tools allow us to forecast your income and expenses so you can see what your ideal retired life might look like.

Get personalized advice

Our financial advisors will coach you on the best ways to invest your assets and manage those investments for you.

Enjoy your retired years

A holistic retirement plan will consider everything from healthcare costs to long-term care and estate planning so all you have left to do is enjoy.

Everything you need to live your best retired life

We offer assistance for every point of your retirement planning, including:

  • 401(k)s
  • Roth IRAs
  • Traditional IRAs
  • RMDs
  • Trusts
  • Distribution planning

Each retirement plan is unique to you. 

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Your financial advisor at Fingerlakes Wealth Management will help you open and manage your retirement accounts, including individual and joint accounts, Estates, and any other specialized accounts you need based on your comprehensive financial plan.

Process

Financial guidance and support.

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1

Meet

with us

Book your free initial consultation with one of our financial advisors.

2

Tell us

what you value

Help us understand your goals and what’s important to you.

3

Get a

plan that feels good

We’ll create a plan that fits you now and in the future.

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Testimonial

Advice that changes with your circumstances.

I have worked with [Fingerlakes Wealth Management] for years, and always receive wise advice for my present and future circumstances, which change every year.

I always leave my appointments feeling empowered and calm. They are friendly and professional. I cannot recommend them enough.
Marrion Ferrer
Fingerlakes Wealth Management client

Feel good about
your financial future.

Your life. Your finances. We include you in every conversation, prioritize your values, and support your goals.

Tailored guidance to help you make smart financial choices

Comprehensive planning and holistic wealth management

Advice that integrates with your values at every stage of life

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