Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Retirement Planning

Income Continuation

Estate Planning Strategies

Analysis and Selection of Asset Allocation

Individual Retirement Accounts (IRAs)

College Funding Strategies

Protection and Insurance

Life Insurance

Fixed and Variable Annuities

Disability Income Insurance Protection

Long-Term Care Insurance

Investments

Mutual Funds

Managed Accounts

Business Planning Solutions

Ownership Succession Strategies

Overhead Protection

Key-Person Insurance

Buy-Sell Agreement Funding

Disability Income Insurance

Employee Benefits

Group Life Insurance

Dental Coverage

Disability Income Insurance

Qualified Retirement, Pension & Profit Sharing Plans

401(k), 403(b), 457(b) and Section 125 Plans

SEP & SIMPLE IRAs

Long-Term Care insurance

IRAs (Payroll Deduction)

Executive Benefits, Key Person

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

roddmcminn@wmgny.com | 716-625-4520