About
Located in Waterville, New York
Registered Investment Advisor
Fiduciary
Independent
Fee Only
Phone: (315) 801-9028
Our Process
Discovery
Guidance
Onboarding
Ongoing Reviews
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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 – Taxes, IRAs, & Market Thoughts
4 Minute Read Good afternoon and Happy Spring! A beautiful few days in the forecast in upstate New York, golf courses are starting to open, and Syracuse came out with a great performance and win in the opening round of the NCAA tournament! Things are…
KF Update – Gamestop Craziness
3 Minute Read While the price swings in GameStop are getting the headlines, that is just the tip of the iceberg of one of the most incredible stories, and incredible weeks in Wall Street history. When AOC and Don Trump Jr. are on the…
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…
