RETIREMENT PLANNING, FINANCIAL PLANNING & WEALTH MANAGEMENT

You should plan to retire with financial confidence.

Let Retirement Income Analysts take the stress out of your retirement planning with an Accredited Investment Fiduciary.

Syracuse, NY & Central New York Financial Planner

Am I retirement ready? Will I have enough money?

You have worked so hard to get to where you are today. As you approach retirement it brings up so many questions or concerns. How can I preserve my nest egg? Will I have enough money to last through retirement? How will the changing market affect my income after I retire? Will inflation eat up my retirement income?

At Retirement Income Analysts, we will guide you from the pre-planning accumulation of assets stage in your early years right on through to the distribution phase in retirement. We start by understanding each client’s personal situation, goals, and risk tolerance.

We have prepared many clients throughout Central New York and the surrounding areas with a strategy driven retirement plan that leads them to a more comfortable and confident financial retirement. Each plan is customized and best suited for every client’s situation with a focus on them reaching their goals.

So start preparing for tomorrow’s retirement today. Contact us to learn more or to set up a commitment-free introductory meeting.

Our Services

Retirement Planning

We’ll make you feel comfortable and confident in your personal retirement plan.

Wealth Planning

Our expertise ensures that each aspect of your financial plan is properly covered.

Professional Cash Flow Analysis

The goal is to economize in order to get more money into your retirement account.

Strategies for Income Protection

We focus on making sure you have adequate insurance and what it should mean to you.

Education Savings Strategies

Let us help you budget and allocate your money correctly for your child’s education.

Social Security Advisor

Our program shows you how to get the most out of your Social Security benefits.

Behavioral Finance Advice

We will help you make intelligent decisions that align with your values.

PREPARE FOR A COMFORTABLE RETIREMENT

Speak to a trusted planning advisor today.

Syracuse, NY & Central New York Financial Planner