A Pittsford, NY based financial planning firm founded by Michael Cudlipp, AIF. We are a family firm dedicated to helping individuals, families, businesses, etc. to getting and staying on track to pursue their individual investment goals. Our affiliation with SagePoint Financial, Inc. gives us the resources we need to help our clients work towards their financial goals.
Services
No matter where you are on the road to retirement, it's important to develop an investment portfolio that reflects your personal timeline, risk tolerance and goals. Together we'll create a personalized portfolio designed to pursue your specific needs based on your long-term goals. Our team will continually monitor your investments year-round and provide quarterly statements in addition to regular meetings.
You're likely in your 20's or 30's and enjoying a career that has you looking forward to what's to come. You've got a long road to retirement, and we want to help you make the most of it. We're excited to become lifelong partners, helping you prepare for and celebrate important milestones like buying a home, starting a family and everything else between now and retirement.
You've vowed to serve and protect others in the line of duty, but when it comes to addressing your personal finances - who's looking out for you? Our founder, Michael Cudlipp, AIF, retired as a detective from the Rochester Police Department after 20 years of serving as a police officer.
He's navigated the retirement system at an early age, weighed his life insurance options, discussed pension plan payouts with his loved ones - and he's helped his fellow officers do the same.That means Michael understands the unique financial implications you face serving as a police officer.
He's navigated the retirement system at an early age, weighed his life insurance options, discussed pension plan payouts with his loved ones - and he's helped his fellow officers do the same.That means Michael understands the unique financial implications you face serving as a police officer.
We believe it's the little things that happen between now and retirement that make working with a family firm like ours something special. As you're deciding whether or not we may be right for you, we'll spend our first meeting getting well-acquainted with one another. During this time, we want you to get a better idea of how our firm operates, as we get a better idea of your unique goals and current financial situation.
