As a Cornell employee, you're benefits include an employer funded 403(b) account. While that's a fantastic benefit, how do you know the allocation inside your fund matches your timetable, risk tolerance, and values? Our 403(b) management program allows our advisors to consistently monitor your 403(b) as it grows to be one of your largest assets. We take the time to get to know you. Your lifestyle, family and business aspirations become the foundation of your financial plan, which guides you step-by-step toward achieving your goals.
Services
Our Approach
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Our "whole person" approach is comprehensive and encourages pro-activity. Clients are never obligated to use multiple services, but many do. No matter the service, our interdisciplinary team works behind the scenes to consider multiple factors before a solution is presented. Our clients really respond to this approach, reporting a heightened level of confidence and convenience.
Comprehensive Financial Planning
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Understanding your lifetime financial needs, establishing where you are, where you'd like to go, and how you're realistically and feasibly going to get there is no easy feat. Our holistic approach considers a multitude of factors such as income, timeframe, goals, risk tolerance, tax bracket, estate plans, current assets, and personal values to create a plan completely tailored to you and your family. You deserve an experienced professional who holds themselves to higher standards than those set by the financial industry.
Insurance And Asset Protection/risk Management
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Most of us can name a thousand other things we'd rather do than talk about the potential for catastrophe. Many avoid addressing their need for insurance, putting themselves and their families at risk. The ones who depend on us are most vulnerable, and need to be financially protected. Do you need insurance?
Investment & Wealth Management
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Choosing an appropriate investment allocation, making adjustments, and staying the course are some of the most challenging but necessary aspects to achieving financial success. The variety of investments in your portfolio should change with your life-stage and subsequent priorities. Consistent monitoring and updating of these investments is important and can determine the likelihood of success.
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