Retirement Planning

Flower City Capital

Financial Planning

The Path to Retirement

Once the foundation is established, we apply a forward-looking framework to put our clients on track to accomplish their goals. We work to identify and maximize opportunities and stay by their side to assist with the implementation. We are continually monitoring to ensure our clients stay on track and help them navigate through the many life events along the way.

Projections

  • Retirement Savings Review
  • Sensitivity Analysis
  • Scenario Analysis

Cash Flow

  • Enhance Retirement Savings
  • Social Security, Pension and Annuity Benefit Elections
  • Withdrawal Sequencing
  • Healthcare Planning

Contact Us

Let's Get Started

Interested in learning more about us or have specific questions about how to get started? Our team stands ready to talk with you to understand your situation and how we can help.

Name
This field is for validation purposes and should be left unchanged.