Broker Check
Personalized Planning Expertise Transparency We Bring Financial Speak Down to Earth

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn More

Your Planners

Rachel E. Lauber, CFP®  and Nancy Flint-Budde,CFP®  offer 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.

We believe...

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

Locations

Salem Office

Clifton Park Office