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We believe...

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

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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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