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Retirement and Financial Planning

COOPERSTOWN, ONEONTA AND NORWICH, NY

It is important that you review your financial position from time to time, including retirement assets, life insurance needs, investments, cash flow requirements, charitable giving and related matters. Particularly if we are already preparing your income tax returns, we have special knowledge in these areas and can help make sure that your financial position is appropriate to your goals and objectives. We do not recommend investments, but can critique your existing portfolio in light of market conditions and trends.