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We believe...

...Financial Planning is a long-term relationship between a valued client and a trusted advisor.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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Your Planners

Rachel E. Lauber, CFP®  offers sound advice and independent judgment to help individuals and families achieve their personal financial goals.

Technology and information are only small parts of the service we provide. Building the one-on-one relationship that allows us to assess your financial goals is the most important part of what we do. 

Please do not hesitate to call us whenever you have questions, concerns, or financial planning needs at 518-383-3581 in Clifton Park or 518-854-3598 in Salem.

We seek clients, not customers. Each plan, like each client, is unique.

We deliver personal, high-quality services that lead to long-term relationships with our clients.

Locations

Salem Office

Clifton Park Office