About
Located in Waterville, NY
Registered Investment Advisor
Fiduciary
Independent
Fee Only
Phone: (315) 801-9028
Our Process
Discovery
Guidance
Onboarding
Ongoing Reviews
Communication
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Services
Customized Financial Planning
Investment Management
Retirement Accounts
Social Security Analysis
403(b) Retirement Plans K-12
Retirement Income Planning
KF Update – Market Thoughts
4 Minute Read Good morning, I hope this email finds you well and you are gearing up for Spring! I wanted to send along a brief email with some of my thoughts on the markets, the economy, and the Ukraine-Russia War. If you have any…
KF Update – Market Thoughts
4 Minute Read Good morning and Happy New Year! We hope you all had a wonderful, healthy holiday with family and friends. We wanted to share several brief thoughts around the markets and economy. Hope you find this helpful. What is going on in the markets?The equity…
KF Update – Ways to Reduce Taxes
4 minute read Tax and retirement plan laws seem to be evolving at rapid pace over the last several years. The changes can seem confusing and difficult to keep up with so we thought it would be helpful to detail a few easy ways…
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