Welcome, Willink Asset Management LLC is a financial organization in East Aurora, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Over time, different investments' performances can shift a portfolio's intent and risk profile. Rebalancing may be critical. Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Over time, different investments' performances can shift a portfolio's intent and risk profile. Rebalancing may be critical. Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Services
Our goal for you? A practical and cost efficient plan to help you weather whatever the markets and life send your way. Ms. Denny earned a B.S. in Speech and Hearing from the State College at Fredonia (1993) but after some post graduate accounting courses decided instead to join the business world. After raising two children and a career in real estate sales, Ms. Schmidt joined her husband Russell and Fred Fadel over a decade ago.
Our firm helps clients, probably not so different from you, create or bolster their path from work to leisure, and through the twilight years. We can develop or refine your action plan that aims to sustain you and loved ones through a variety of market and life events, with confidence and peace of mind.
Clients in retirement, nearing retirement, or with years to go often require different skills and resources. Someone making significant demands upon their portfolio for income has different concerns than someone who is focused on accumulating assets for the years ahead. Someone in early retirement may be ready to enjoy life to the fullest, while they are still able.
A number of our clients do not have large portfolios, nor a desire to seek the highest returns and the risk that entails. Reliable income, preservation of principal and maintenance of purchasing power are their priorities. A number of our clients do have sizable portfolios. Taxes, inflation, and investment expense are key considerations, as is respectable performance.
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