Hire us to help clarify your retirement needs and establish realistic goals that you can achieve. Hire us to help clarify your estate needs and map out the directives that you want your family to follow. Hire us to help simplify and streamline your business so that it works harder for you and your family.
Everyone's situation is unique and their is no one size fits all approach to financial planning. Your goals are crucial to determining your financial plan. We help our clients at every stage of life find the clarity they need to establish goals they can achieve. Life throws all kinds of obstacles and challenges at you that can get in your way.
Everyone's situation is unique and their is no one size fits all approach to financial planning. Your goals are crucial to determining your financial plan. We help our clients at every stage of life find the clarity they need to establish goals they can achieve. Life throws all kinds of obstacles and challenges at you that can get in your way.
Services
Keith Maderer began working as a financial advisor with IDS/American Express in 1981 after graduating from Canisius College with a Financial and Economic degree. In 1989 he formed SENIOR Financial and Tax - A "Fee-Only" financial advisory company in an effort to provide unbiased advice without any conflicts of interest that can be created by working on a commission basis.
Chelsea Maderer is a Financial, Investment and Tax adviser that graduated from SUNY Fredonia with a degree in Finance and Economics in 2014. She worked for ADP as a payroll, benefits and small business consultant after college developing her own territory in the Southern Tier of WNY.
She completed her NASAA - Uniform Investment Adviser Law Examination in 2016 and has been actively managing and researching her own investments since 2008 when she was in high school.She became a CFP Professional in January of 2020. She played collegiate lacrosse for SUNY Fredonia, was a team captain and helped her team to the Sweet 16 round of the NCAA National Tournament.
She completed her NASAA - Uniform Investment Adviser Law Examination in 2016 and has been actively managing and researching her own investments since 2008 when she was in high school.She became a CFP Professional in January of 2020. She played collegiate lacrosse for SUNY Fredonia, was a team captain and helped her team to the Sweet 16 round of the NCAA National Tournament.
Lori Maderer is an Accountant that has specialized in income tax preparation for over 20 years. She graduated from Canisius College's Accounting and Business program in 1982. She became a IRS Registered Tax Return Preparer in 2012 and has filed thousands of income tax returns over the years. She has 5 adult children and 5 grandchildren that she loves watching.
Retirement Planning is a very serious and formidable task for any family. We will show you what the future looks like from an inflationary cash flow perspective and then help you find the best way to meet your needs. Now. and in the future. Retirement Planning should have started yesterday, or as early as possible.
We understand Estate Planning can be overwhelming, but it doesn't have to be! With your family and a trusted advisor by your side, any fears that you have about end of life decisions can be discussed and resolved according to your wishes. The sooner you begin addressing these concerns, the easier it will be on you, and your loved ones.
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