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Classic Advisory Service

This option is designed to deliver a superior experience in a more traditional advisory setting.

Advisory Service Attributes

Always a Personal Touch

Classic Advisory Service is completely customized to your needs and I am with you every step of the way. You have access to all of my financial tools along with my advanced planning suite Wealth Vision.

No Hidden Fees

My advisory services are fee-based.  This means that  I do not receive commissions or other incentives to recommend solutions. You will understand everything you are paying for. 

High Service Level

Concierge level service, with customized plans, annual reviews, advanced estate planning, and trust advisory services included at no additional fee. Comprehensive financial plans are always included for clients without any hourly charges.

Accredited Investment Fiduciary

I am a Fiduciary which means that I have a duty to only serve your best interests. I complete annual training and adhere to a strict code of ethics. Click here to learn more

My Focus is On You

Thoughtful Plan is Western New York’s new approach to financial advising that combines personalized guidance with advanced investing software and a very high service level. 

You will always have the guidance and expertise of our experienced team to review, plan for, and manage your investments. 

We want to help you make your money work as hard as it can for you. That’s why we never take a commission on our advisory investments we recommend, we look for investments with low fees, and our team makes recommendations that fit your goals and keeps expenses low. 

We’ll start by reviewing your current investments, your risk tolerance and your financial goals.  From there, we’ll put together a plan to help you pirsue those goals. We also insist on meeting with you at least once a year to make sure you are on track, or to adjust based on changes in your life or outlook. 

We are firm believers in sharing our expertise and giving you the tools best suited to your needs to build your future.