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We believe...

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

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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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