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See more. Your Personal Financial Planning questions, answered Answers to commonly asked questions from the experts on Thervo. How much do financial planners charge?

What is a financial planner? Are financial planners worth the cost? Explore guardianship and alternatives. School is over and access to residential, vocational and transportation services takes center stage.

We are committed to sharing complimentary educational resources with all members of the disability community. We are uniquely qualified to understand your world and help you plan for the future. Download the 10 steps worksheet. Wa tc h our story. Get to know us.

imagine the possibilities Planning gets you there. Get started now. Planning for families like ours can be complicated. We can help. WHAT WE OFFER Expert guidance with an empathetic ear and an open mind.

Financial Planning Your plan details building a strong financial foundation that integrates the goals for all your family members and allocates your resources accordingly. Preparation makes a difference. Align your portfolio with your life. Let's travel this path together. What concerns you most about your finances?

Did a recent event cause you to seek advice? What are you looking for from a financial advisor? What are you not receiving currently? What to expect when working with an Ameriprise financial advisor Our purpose is to help you feel confident, connected and in control of your financial life.

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work an Ameriprise financial advisor, you receive: financial advice based on your goals and needs.

Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track.

Ameriprise Financial is one of the Most Trusted Wealth Management Companies of according to Investor's Business Daily 2.

The study was conducted in two phases, with individuals responding to Phase 1 in June and July and 6, participants in Phase 2 from July 7 — 21, Eighty-five companies met the requirements for inclusion in the rankings i.

Scores were computed by taking the difference between the percentage of respondents giving high and low scores. Percentages were weighted and used to produce the overall Trust Index rating. Ameriprise did not pay a fee to be evaluated for this rating. Ameriprise did pay a fee to publicly cite the results of the survey.

The initial consultation provides an overview of financial planning concepts.

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Are you investing properly for your goals and your risk tolerance? Are you investing enough of your income? How do I make my money work for me? Is real estate a smart investment?

Are you getting the most out of your tax return? Do you take into consideration how your investments stocks, bonds, rentals, options, RSUs provide income that can be taxed differently based on the source of the income or duration of how long you have held the asset?

Our team in Ithaca, NY incorporates the tax implications of all your financial decisions. Click here to get transparent pricing details and see how financial planning fits with your budget. Portfolio Value: Helping you design and manage investment portfolios; providing optimal portfolio construction, tax efficiency and withdrawal sequencing.

Planning Value: Improving your financial outcomes through financial planning; consistent savings and investing, managing debt, tax savings, college planning are just some of the ways we can help.

Personal Value: Too often financial decisions are driven by our feelings and fears rather than facts. Our fiduciary partnership provides you a guide along your financial journey.

We can help reduce your risks, maximize your financial returns and achieve your goals by helping you navigate your life with greater clarity, confidence and peace of mind.

You pay a percentage-based fee based on your assets. I earned a B. in Economics from Marist College and an M. from New York University. Then I spent 13 years working on Wall Street with Morgan Stanley, first in the Private Wealth Management Division and then in the Institutional Equities Division.

In , I became the father of twins, and in , our third child arrived. By this time, the aggressive Wall Street lifestyle had lost its appeal. In , my wife and I made the decision to put family first and move to Upstate New York.

We landed near the only place I had been able to slow down, Keuka Lake on Lake Road. Then in , I founded Lake Road Advisors to help other people simplify their lives, just like I did. It should feel exciting and rewarding. When you think about the dreams you have for your future, you should feel happy and confident.

in Economics from Binghamton University. This was where I first developed a passion for personal financial planning. From there, I spent 15 years working for prominent companies in the financial industry, including.

Och-Ziff Capital Management Group now Sculptor Capital Management , The Blackstone Group, and Highbridge Capital Management. During my time at Och-Ziff, I helped build and oversee a treasury operations team that was responsible for optimizing how the firm managed their cash and borrowed from banks.

After working abroad, I decided to prioritize family life and return home to New York to work at The Blackstone Group. I enjoy helping my clients find that solution—and making it easy for them to understand.

Like Paul, I also believe in prioritizing family and well-being. When you organize your finances and map out a plan, you can reap the rewards of living a simpler, better life.

I hope I can help you move in this direction, too. Ithaca, NY. Current Financial Management Understanding your current financial situation and addressing short-term goals helps you lay a stronger financial foundation right now.

Read More. Balance Sheet Do you know your net worth? Long-Term Plans Preparing a strong foundation now is important for a secure financial future.

Retirement Planning It still may seem far away, but you are probably now closer to the end of your career than the start. Estate Planning Often the most overlooked piece of your financial puzzle but arguably the most important.

NAPFA continues to be the standard for advisors who take the fiduciary standard seriously. We are a committed group of financial planners who continuously strive to provide financial planning to our respective clients with excellence.

Serving in different capacities in this organization has not only raised my competence in the field but also is a great way to give back to a profession that has given me so much.

NAPFA has done a great job of raising awareness of the value of the profession. NAPFA is available to help you expand your reach to its members and financial advisors within the profession through sponsorship, advertising, and more.

NAPFA webinars are a convenient way to fulfill CE requirements and learn how to grow your business. Enjoy in-person learning and the opportunity to connect with the NAPFA community.

NAPFA is celebrating its 40th anniversary in We hope you will join us as we celebrate in Louisville! About NAPFA Contact Us Careers Press. Log In Create Account.

Find a Fee-Only, Fiduciary Financial Planner Now. Why NAPFA? Client Centered. GO Serve on the NAPFA Board of Directors. GO Register for the NAPFA Playbook Series. GO Download the DEI Toolkit. GO Access a New Educational Partnership Available to Members. We are proud of the community we have created.

Hear from voices within our community! Become a Member. Franko Gay, CFP®, EA — Tobias Financial Advisors. Feraud Calixte, J. Clarissa R. Hobson, CFP® — Transform Wealth. NAPFA Education NAPFA Learning Center.