Most seniors and retirees have worked hard to save, plan and invest not just for their own security, but for the success of generations that follow them. They are looking for a trusted advisor who is an expert in the field, communicates complex information simply and has the best interest of their clients in mind at all times. The following comments from my past clients reflect the sentiments of everyone who meets with me one-on-one or in one of my free community workshops. 



"Hi Bill,

Thank you so much for providing the AAII Financial Planning SIG with an educational evening full of information last night. The three review cases contained a variety of scenarios for them to consider and apply to their own situations. The handouts were up to date and full of details that they can use. Based on the Q&A, you showed us your depth of knowledge in wealth transfer, legacy and estate planning. The feedback I received after the meeting was that the education you shared with us last night will be of much use for their personal planning. We appreciate the time you spent preparing and delivering your materials.”

D. Chu,  Pittsford, NY 



3445 Winton Place

Suite 115

Rochester, NY 14623


T: 585-721-2385