Estate & Insurance Planning

We’re one of the first calls after a client dies.

Everyone wants to talk about stock market returns, but those are meaningless if you haven't addressed the foundational items: beneficiary designations, insurance coverage, and up-to-date legal documents.

Insurance & Estate Planning Services

Build it. Protect it. Pass it on.

Estate Plan Review and Gifting Strategies

We provide guidance to help minimize what your estate gives to federal or state governments and maximize the impact your wealth has on your loved ones.

Beneficiary Titling and Review

It can be one of the most overlooked items in your estate plan. We work diligently to keep your beneficiary designations current and your accounts properly titled.

Coordination

We work proactively with your estate planning attorney to ensure your strategies are implemented seamlessly with minimal effort on your behalf.

Life, Disability, and Long-Term Care Insurance

As an independent firm, we have the tools to provide comprehensive reviews and straightforward advice. Our extensive insurance network helps implement any new coverage your plan requires.

Special Needs Planning

We are experienced and equipped to help protect your most vulnerable family member, and will coordinate with your advisory team to ensure a dependable long-term solution.

Charitable Planning

Through our partnerships with local community foundations, we help build a lasting legacy for the people and organizations closest to your heart.

”An organized estate is one of the greatest gifts you can leave your family. We make sure your plan is clear, complete, and aligned with what matters most.

Brent Schleicher, CFP®Partner

Meet our Team

Explore Services

Let's get started.

Contact Us

Buffalo Office

126 Professional Pkwy
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

Syracuse Office

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

Let's get started.

Contact Us

Buffalo Office

126 Professional Pkwy
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

Syracuse Office

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100