Broker Check

Services

We specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Advisory accounts
Common stock
Preferred stock
Exchange-traded funds
Mutual funds
Real estate investment trusts
Closed-end funds

Private placement securities (for accredited investors)

Account Types

Traditional IRA
401k rollover
Roth IRA
SEP IRA
SIMPLE IRA
Individual
Joint
College savings account
Revocable Trust
Testamentary Trust

Insurance

Term life insurance
Permanent life insurance
Life insurance retirement plans
Wealth transfer/ estate strategies
Long-term care insurance/strategies
Variable annuities

Financial Planning

We use Income Lab to help our clients see how today's decisions affect their future income. This planning tool uses "guardrails" for retirement income spending, which guides our clients' spending decisions through retirement. Other financial plans give a snapshot that simply gives the current probability you will not run out of money.

Tax Planning

We use Holistiplan to analyze clients' tax returns, allowing us to provide proactive income tax and estate planning for clients who may benefit from this service.

For more information about our practice and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tom@adirondackinvestments.com  |  315-699-7446