For over 25 years, I have been helping people make wise financial decisions, so they can alleviate the burden of wealth and spend time doing the things that bring them fulfillment with those who matter most.
I am a husband, father, son, and friend. Live music is like air to me, and I love taking advantage of all the arts, music, and entertainment that thrive in my town of Saratoga Springs, NY.
In my free time, I'm likely listening to music, tinkering with my guitar and banjo, catching a Yankees game, and enjoying time with my family and friends.
Professional Designations
CERTIFIED FINANCIAL PLANNER ®
Retirement Income Certified Professional (RICP)
Affiliations
CFP Board
Financial Planning Association
National Association of Personal Financial Advisors
Our initial meeting is about you. We can talk about what you're looking to accomplish. What you have done up to this point, and what you think you need to do to get to where you want to go. It's not about facts and figures. It's about how you want to approach the next phase of your life and how your money can be aligned with it.
Offers Investment Management
Yes
About First Step Wealth Planning, LLC
First Step Wealth Planning is a fee-only firm, serving those nearing retirement and who are currently retired, that seek guidance on how to claim Social Security, create reliable income by withdrawing from savings, invest their money to last the rest of their lives, and to manage their tax planning and healthcare costs.
Our clients typically have saved $1,500,000, or more, for their retirement and want guidance on how to take withdrawals, claim Social Security, plan for healthcare and manage their investments.
We provide Guided Planning, a process that aligns your wealth with your values, helping you move forward confidently. The rate for a Guided Plan is $3,600, with half due at engagement and the remainder after delivery of the plan. A Guided Plan encompasses all aspects of your financial life and how they can support the retirement you envision.
Plan implementation, ongoing guidance, and investment management are available after completion of the Guided Plan and are offered for a flat, annual fee, starting at $12,000.
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