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.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.