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.