Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Wealth Advisors
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters looks at how to balance work and leisure, how to make smart choices for the future.
Client Experience
Your success is our highest priority. Your experience is built on our three core values: empowerment, education and personal relationships. We will be here every step of the way - we are your Partners in Prosperity.
Retirement Planning
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Financial Planning
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.
Stacy A. Clifford
President and Founder - Clifton Park, NY
Lakshmi Nagarajan, MBA
Senior Advisor - Clifton Park, NY
Michael McCamy
Senior Vice President - Clifton Park, NY
Cynthia Anslow
Client Services Associate - Clifton Park, NY
Taryn Sheehan
Senior Operations Specialist - Clifton Park, NY
Cory Larmour
Client Services Associate - Clifton Park, NY