About
Located in Waterville, NY
Registered Investment Advisor
Fiduciary
Independent
Fee Only
Phone: (315) 801-9028
Our Process
Discovery
Guidance
Onboarding
Ongoing Reviews
Communication
Availability
Services
Customized Financial Planning
Investment Management
Retirement Accounts
Social Security Analysis
403(b) Retirement Plans K-12
Retirement Income Planning
KF Update – Business Updates & The Markets
5 Minute Read Good afternoon, I hope this email finds you well and you have had a nice winter thus far. I wanted to send along several important business updates we have in store for 2023, and an update on the markets. Business UpdatesWhile…
KF Update – Markets and Inflation Thoughts Continued
5 Minute Read Good morning, I hope this email finds you well and you had a nice summer. I wanted to send along some of our continued thoughts around the markets and inflation. If you have any questions, please do not hesitate to contact our…
KF Update – Markets, Inflation, & Perspective
3 Minute Read Good morning, I hope this email finds you well and you had a nice holiday. I wanted to send along some of our continued thoughts around the markets and inflation. In times of a declining stock market, we sometimes wonder or lose…