The Estate, Legacy and Long-Term Care Planning Center of Western NY

Financial Advisor in Rochester, NY

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ESTATE, LEGACY, LONG-TERM CARE, Retirement Income PLANNING ROCHESTER, NY

Because Your Legacy Matters

You've worked hard to accumulate your wealth.

I help you protect and maximize your financial legacy as
Your Personal Chief Retirement Officer
focusing on comprehensive legacy, long-term care and retirement income planning.



Bill Monte CLU®, ChFC®, CLTC®, LTCP®, RICP®

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Free Webinar

How Your Kids Can Inherit Your IRA 100% Tax-Free

Common Strategies Used To Ensure Your Loved Ones Don’t Pay A Dime In Taxes When They Inherit Your IRA

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My Expertise

Legacy Planning

I use common strategies to maximize the financial legacy you leave to your chosen heirs by completely eliminating the income taxes they will pay on inherited retirement account assets.

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Local Workshops

I host free informational workshops in the Rochester, New York area. Come learn about specific planning strategies to help protect your financial assets from expensive nursing home costs, Medicaid, probate fees, taxes, and more.

Upcoming Workshops

Long-Term Care Planning

My mission is to educate you on all strategies available that help preserve and protect the retirement assets you've worked so hard to accumulate.

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News & Events



Recent Articles

Upcoming Workshops



Bill Monte Interview

What is Legacy and Long-Term Care Planning?

Watch my recent interview where I explain what I do and how I can help.