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EverWealth - Williamsville, NY

2306 Wehrle Drive, Williamsville, NY 14221

TEL.716.633.1999

When Special Care Is Needed: The Special Needs Trust It May Be Time for a Financial Checkup Retirement Redefined Acres of Diamonds

About Us:

We believe that our relationship with our clients is the most important aspect of financial planning. Since 1987, we have been providing ‘down to earth’ advice based on your situation. We really do believe Your Future Matters.

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Our Services:

We strive to help you meet your retirement goals, protect your family and preserve your assets by creating your personalized written financial plan to keep you on your right track.

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Resources:

You can count on us to be your ‘Boutique Shop’ to get it all done for you. Being a CFP®, a Registered Investment Advisor and Insurance Licensed, we have all you need to plan your success.

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Helpful Content

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

 

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Surprises

Making the most of surprises is a great reason to work with us.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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