In times like these, investments, retirement planning, and the like can seem pretty scary! The economy may change but your goals do not.
No matter what the economy, people still need to secure a decent retirement, send their kids to college, pass their estate to chosen heirs, etc. Helping clients with these important life goals is by far the most rewarding aspect of my career.
Although it's certainly true that “money isn't everything” it's also true that your financial life can be pretty miserable if you don't plan properly. Most people realize this but are often afraid to take the first step.
Come on in and we can discuss your concerns and goals. In addition to asking the right questions and listening to you, I have software and other tools that can help in determining what is required to get you where you need to be.
As an Independent Advisor, I am NOT captive to any particular Investment or Insurance company. Because of this I am free to “shop around” to help make sure that any recommended investment of insurance product is right for you.
• General Investing
• Retirement Planning (Including Roth & Traditional IRAs and Retirement Plans for Business owners)
• College Education Planning
• Investing for Income (For those who need income off their investments now)
• Tax-Managed Investing - (Investing to help maximize your returns AND minimize your income taxes)
More than just your tax preparer!
2556 Rt. 12B Hamilton, NY 13346 Phone: 315-825-0255
Bob Tackabury is owner of Robert L. Tackabury, CPA 2556 Rt. 12B, Hamilton, NY 315-825-0255 and is an Investment Registered Representative. Securities offered through IBN Financial Services, Inc., 8035 Oswego Rd., Liverpool, NY 13089. 315-652-4426.
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