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Your New York State Police and Fire Retirement Planning Specialists

Your road to a stress-free retirement starts here.

Organize. Plan. Prepare.

Get Connected

Your New York State Police and Fire Retirement Planning Specialists

Your road to a stress-free retirement starts here.

Organize. Plan. Prepare.

Get Connected

Who are we?

ABOUT US

OUR TOOL BOX

We are a wealth management team built specifically for members of the New York State Police and Fire Retirement System (PFRS). From tax planning and retirement services to our New York State Deferred Compensation Plan tools & Partial Lump Sum calculators, we have the knowledge and specialists to help you get the most out of your New York State Police and Fire Retirement System benefits.

We are "Built for Blue"... and Purple too!

OUR TOOL BOX

Financial Statements
Tax Preparation & Roth Conversions
NYS Pension and Partial Lump Sum Analysis
Debt Management Analysis
Distribution Planning
Investment Analysis
IRA and Roth IRA
Stocks
Bonds
Mutual Funds
Life Insurance
Long-Term Care and Disability Insurance
Elder Care Planning
Wills and Trusts
Health Care Proxy
Power of Attorney