He is a 3 year old courageous young boy that was recently diagnosed with a rare form of cancer called Rhabdomyosarcoma. He and his family have a very difficult road ahead and appreciate every donation made to help pay for medical costs, travel expenses, and all other costs associated. Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money? David M. Kopyc has helped high net worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money? David M. Kopyc has helped high net worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
David M. Kopyc has helped high net worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and. James Cox is a Wealth Advisor with significant experience honed during his five years in the financial services industry.
The Retirement Planning Group is recognized as one of the most respected and well-known retirement planning and advisory firms in the Capital and Adirondack Regions of New York State. We help our clients make informed decisions about their retirement assets to maintain, improve, and secure their quality of life.
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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