Broker Check


Wednesday, April 24, 2024

We are announcing exciting news about our Flex Financial Planning Team!


Monday, November 20, 2023

As I write this, snow is falling on a November day. Strange, as the week leading up to Halloween didn’t feel very autumn-like with temperatures here reaching into the high 70s. Everything feels upside down: the weather, markets,...


Wednesday, August 2, 2023

Summer milestones, cash as an asset class, and frequently asked questions.


Wednesday, June 28, 2023

Our offices will be closing at 1 p.m. on Monday, July 3rd, and will be closed the rest of the week for summer holiday. We will reopen Monday, July 10th at 9 a.m.


Wednesday, December 14, 2022

Please be advised that between 12/15 and 12/20/22, while our email domain is still migrating to our new host, the best way to reach the Flex Financial Planning team is by phone (518-383-3581 or 518-854-3598). If you do need to email us...


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Friday, February 25, 2022


Monday, January 31, 2022