Thoughtful Plan is a Buffalo-born and bred financial advisory serving all types of individuals and businesses throughout the country. Our mission is to empower our community to live better lives through education and thoughtful advice.
The Thoughtful Way
We believe in lower fees, financial empowerment, and an easier path to retirement.
We are different because we offer both traditional and digital portfolios for clients—regardless of income or asset level—and are completely dedicated to building a plan that suits your lifestyle needs and financial goals.
Our services include: retirement planning, investment strategy, education planning, estate planning, insurance planning, business services, income strategies, budgeting and debt reduction, and full-service financial advising.
Low account minimums
Elevated service level
Comprehensive Financial, Retirement, and Estate Planning
Thoughtful Plan donates to WEDI, a non-profit organization which works to empower residents of Buffalo financially.
Schedule a call or in person meeting to learn more about how we can help you pursue your financial goals.
GWP is an automated investment platform that manages your portfolio with full access to a local advisor for your planning needs.
"The secret to life is about finding that perfect point where your needs, wants and means flawlessly align."
The Richest Man in Babylon
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA. SIPC
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.