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Comprehensive Planning for Individuals & Families

We often hear the same concerns from individuals and families:

  • Will I have enough money to be able to retire?
  • What do I do with my investments when the market is in a downturn?
  • Will I pay more or less in taxes once I retire?
  • When should I apply for Medicare and which plan is best for me?

We can help answer these questions and more.

We are your one-stop shop for financial planning, investments, planning for retirement, Medicare planning, estate planning, and more. Our trusted financial advisors and Medicare specialists are here for you every step of the way.

Investment Advisory

Our team does more than recommend a strategy. We work with you one-on-one to map out your financial future and help meet your investment goals. We work with individuals, business owners, corporations, trusts, nonprofit organizations, foundations, endowments, and more.

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Financial Planning

You need a financial strategy and retirement plan today that will prepare you for tomorrow and beyond. Our trusted financial advisors get to know you and what you want your future to look like, so we can create a plan that aligns with your goals.

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Wealth Management

Many successful individuals simply don’t have time to develop the necessary tax, legal, insurance, and investment strategies that will work together cohesively. That’s where we come in. We develop and manage your comprehensive wealth strategy tailored to your specific needs and goals.

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Medicare Planning

Understanding which Medicare plan to choose, not to mention all of the supplementary plans, can be an overwhelming process. Our Medicare planning professionals guide you through this process. We help find the best plan for you.

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Not Sure Where to Start?

Advisory Services are offered through Adirondack Financial Services Corp, an SEC registered advisor. Broker-dealer services are offered through Hazard & Siegel Inc. AFS & Hazard & Siegel are separate and unaffiliated entities.  The opinions and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. All content is developed from sources believed to be providing  accurate information. No information provided is intended to be considered legal or tax advice.  Please consult legal or tax professionals regarding your individual situation. This communication is intended for individuals residing in states that AFS is registered or licensed in or exempt from registration.  https://brokercheck.finra.org/ CRS & ADV Part 2.