The Estate, Legacy and Long-Term Care Planning Center of Western NY
Financial Advisor in Rochester, NY
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.
Learn MoreI 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 WorkshopsMy 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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