Financial Planning - The Adirondack Trust Company
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Financial Planning

It’s empowering to have a financial planner at your side, working on your behalf to help you succeed. When you have a plan of action, your future looks brighter. You can see the way forward. Whether you are just starting out, or looking at retirement in your near future, Adirondack Wealth Management offers a client-centric approach that considers your current situation and builds from there.

Financial planning can help you meet your life goals. Life goals can include buying a home, starting a business, funding a child’s education, planning for retirement or transferring your wealth to your family. Our Certified Financial PlannersTM (CFPs) bring a high level of expertise and customized service to the planning process. We honor your individuality and serve your best interest.

 

Investment products are offered through Adirondack Wealth Management, a division of Adirondack Trust Company.

Investment Products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY GO DOWN IN VALUE

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Download our Personal Financial Planning Guide Now!

The areas we cover include:

  • Retirement planning. With our client-focused approach, we study your financial accounts and your saving and spending patterns to create a plan that guides you toward achieving optimal financial comfort in retirement.
  • Investment allocations. Our knowledgeable wealth advisors create a portfolio that considers your risk tolerance, goals and investment horizon. We continually monitor and adjust it so that it evolves with you.
  • Estate plans. An estate plan helps you to properly manage your estate and to provide for your beneficiaries as you desire. Our experts ensure your wishes are honored.
  • Insurance coverage. Planning for your future starts with protecting what you already have through appropriate insurance coverage.
  • Income tax review. We provide you with tax planning strategies in order to reduce your tax liability and increase your cash flow.
  • Employee benefits. We provide exceptional customer service through our comprehensive retirement and employee benefits solutions.
  • Budgeting and cash flow analysis. We’ll examine your cash inflows and outflows for accurate and detailed financial reporting.

 

For additional information, or to arrange an appointment to discuss your situation

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