What Does Retirement Income Planning Mean For You?

HOW CAN OUR TEAM HELP?

Your retirement income planning session will walk you through a homework process that will help build the foundation of your retirement plan.

Creating your Roadmap to Retirement

People try to make the definition of retirement income planning more complicated than it is. Simply put retirement means you are no longer going to work but can still pay your bills.

At The Financial Guys, LLC we focus on getting people to avoid the trap of backwards retirement planning. Often times investors focus most of their time on the investment selection process and very little time on why they are investing and where they need their investments to go.

Together we will develop a risk tolerance

Retirement INCOME planning teams of professionals

When it comes to retirement planning a team of professionals with different certifications will allow you the opportunity to find the professional that best meets your needs.

Contact Us

(716) 633.1515

Via Email

PLEASE PROVIDE YOUR CONTACT INFORMATION BELOW, AND A MEMBER OF THE FINANCIAL GUYS TEAM WILL CONTACT YOU PERSONALLY

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Batavia Location Image
  • Rochester Office
  • (585) 351-6258
  • 3445 Winton Place
    STE 120, Rochester, NY 14623

Investments products and services available only to residents of: AL, AZ, CA, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MO, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, and WI.

Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC

The Financial Guys is not an affiliate of Peak Brokerage Services,LLC. 305 Spindrift Drive Williamsville, NY 14221 © The Financial Guys

To view the firm’s Regulation Best Interest (“Reg BI”) disclosure and Customer Relationship Summary “Form CRS” please use the provided links.