Employer sponsored retirement plans are in our wheelhouse
From supplemental retirement plans to State pensions, Fingerlakes Wealth Management has plenty of employee sponsored retirement plan experience. But one of our specialties is College & University retirement plans.
College & University retirement investments are an integral part of your financial planning and wellbeing, and we’re with you every step of the way. Your Fingerlakes advisor will review your entire portfolio and make sure you’re aware of the investment choices available when creating a comprehensive plan for you and your family.
For all college and university retirement plans, Fingerlakes Wealth Management can:
- Analyze current holdings and assets
- Recommend target portfolios
- Monitor investment progress
No one wants to work forever. So let’s get the show on the road.