Retire Confidently

When should I meet with an Advisor?

Financial planning is all about you. Your goals, your risk tolerance, your assets, and of course your liabilities. A meeting is right for you if you ask yourself any of the following questions.

  • Am I saving enough to meet my retirement goals?
  • Are my investment accounts allocated appropriately for my risk tolerance and age?
  • How will my annual expenses change throughout retirement?


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Take the first step towards reaching your financial goals.

We’ll send you a retirement income planner to help you start budgeting and consolidating statements for your initial consultation.

Initial consultations are free of charge.

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Your Local Team

Servicing individuals, business owners, not-for-profits, and large retirement plans across New York state for over 26 years.

Contact us at to get started!

Jeremy Kidd, Financial Advisor

Jeremy Kidd
Partner / Financial Advisor

John Bianchini, Financial Advisor

John Bianchini
Board of Directors / Financial Advisor

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Dario Vacco
Partner / Financial Advisor

Josh Kimber, financial advisor

Josh Kimber, CFP®
Financial Advisor

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Kathy Hierholzer
Financial Advisor / Group Administrator