Check the background of your financial professional on FINRA’s BrokerCheck.

News2021-12-09T09:05:35-05:00

News

310, 2021

Volunteering at the Diaper Bank

October 3, 2021|

The mission for the CNY Diaper Bank is to ensure that all CNY families have access to an adequate supply of diapers for their babies and toddlers, and to build awareness in our community that diapers are a basic human need not being met for all children. This is a very important mission as 50% of Syracuse children under 5 live [...]

2203, 2021

Chip Coughlin Receives Behavioral Financial Advisor™ Designation

March 22, 2021|

The Kaplan University School of Professional and Continuing Education in conjunction with Think2Perform® has awarded Chip Coughlin the Behavioral Financial Advisor™  designation.  The BFA™ designation represents Chip Coughlin has received additional training on the integration of behavioral techniques that are founded in traditional finance, psychology, and neuroscience.  These behavioral techniques will assist the advisor and the client in making better [...]

1802, 2021

Lisa Thurston Receives Behavioral Financial Advisor™ Designation

February 18, 2021|

The Kaplan University School of Professional and Continuing Education in conjunction with Think2Perform® has awarded Lisa Thurston the Behavioral Financial Advisor™  designation.  The BFA™ designation represents Lisa Thurston has received additional training on the integration of behavioral techniques that are founded in traditional finance, psychology, and neuroscience.  These behavioral techniques will assist the advisor and the client in making better [...]

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
Go to Top