Rochester Based, Globally Connected
.jpg)
Need an Advocate as you Go through Divorce?
You’ve Saved for College, but What About Negotiating your Tuition Bill?
Learn how to put a “safety net” under your portfolio
Do you Have a Feel for your Embedded Tax Losses?
Welcome to Wealth Strategies & Solutions, Ltd
900 Jefferson Road Suite 301
Rochester, NY 14623
E-mail:
Welcome to Wealth Strategies & Solutions, Ltd
If you are like most people, you have goals and dreams.
Promises that you have made to your family and yourself.
Planning an education….
A vacation home or special trip….
Retiring on your timeline….
Leaving a legacy….
You may encounter a few bumps along the way to delivering on these promises
Divorce
Disability or prolonged illness
An untimely death
Low interest rates or a bumpy stock market
If the promises you have made are important, let's work together. If you would like a second opinion of what you have already done or perhaps you need to get started on a game plan, I can help.
I look forward to working with you.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.