About
Located in Waterville, New York
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 – Charitable Giving
4 Minute Read Strategies around charitable giving have evolved since the updates in the most recent tax law, specifically changes around the standard deduction. Far fewer people have the ability to itemize and take a tax deduction for their charitable gifts. That said, there…
KF Update – Year End Planning
4 Minute Read Good morning, I hope this email finds you and your families well, and you had a wonderful Thanksgiving. With the dust mostly settled around the election (except for an incredibly close local house seat), I thought we could shift focus to some…
KF Update – Election Thoughts
4 Minute Read Good Evening, I hope this email finds you and your families well, and you had a wonderful Fall season thus far! First, I wanted to apologize for the delay in getting out what are usually my monthly emails to clients. We…
