Flower City Capital was founded on the idea of doing the real work that matters for clients. Whether that’s caring for an elderly parent, helping put kids through college, determining when to take a pension or any of the myriad of financial decisions people make today we want to be there to help. We don’t just drop glossy investment brochures on the table and leave you to implement on your own.
Our process is designed with our clients at the center. All of the work we do is meaningless if you are not happy and comfortable with the outcome.
We begin by:
Getting to know you and your goals
Address any of the immediate concerns that are keeping you up at night
Work with you to get organized - we understand time is a valuable asset, and we seek to help make this part of the process as painless and efficient as possible
Walk you through our findings and make recommendations
Discuss multiple scenarios and help you decide the right path to take - for many people the answer is not to maximize their wealth over their lifetime, but rather to be able to take care of their family now and see the benefit of their hard work
Help you execute the plan
We believe in providing complete solutions, not one-off fixes. We know finances can be stressful and want our clients to feel confident and comfortable that they are on the right path. We accomplish this by attempting to answer virtually every financial question you could have in advance and focusing on what we can control so that we can be prepared to respond to the inevitable events life throws at us. As part of the planning process, our investment approach utilizes fact-based and time-tested discipline proven to be in our clients’ best interest. We do not believe in market time or performance chasing.