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Whitney & Company - Invesment Management & Wealth Planning

Retirement Planning Rochester NY

Secure Your Financial Future

Planning for retirement is a crucial step towards securing your financial future, and Whitney & Company is here to help residents of Rochester, NY navigate this important journey. With our expertise in retirement planning and commitment to personalized service, we can guide you through the intricacies of preparing for a comfortable and fulfilling retirement.

At Whitney & Company, we understand that retirement planning is not a one-size-fits-all approach. We recognize that each individual or couple has unique goals, aspirations, and financial circumstances. That’s why our team of experienced financial advisors takes the time to get to know you and gain a deep understanding of your specific retirement objectives.


With our comprehensive retirement planning services, we help you assess your current financial situation and determine the steps necessary to achieve your retirement goals. Our knowledgeable advisors will work with you to create a customized retirement plan that takes into account factors such as your desired retirement age, anticipated income sources, expected expenses, and risk tolerance.

One of the key aspects of retirement planning is maximizing your retirement savings. Our experts will analyze your existing retirement accounts, such as 401(k)s, IRAs, and pensions, and provide guidance on optimizing your contributions and investment choices. We’ll help you understand the tax implications of different retirement accounts and explore strategies to minimize your tax burden during retirement.


Social Security is another important component of retirement planning, and we can help you navigate the complexities of this program. Our team will analyze your eligibility and explore various claiming strategies to maximize your Social Security benefits. We’ll help you make informed decisions about when to start claiming benefits and how to coordinate them with other sources of retirement income.

As part of our retirement planning services, we also assist with Medicare options and long-term care planning. We’ll guide you through the various Medicare plans and help you select the ones that best suit your healthcare needs and budget. Additionally, we’ll discuss long-term care considerations, including insurance options, to ensure you have a plan in place for any potential future healthcare needs.

Estate planning is another critical aspect of retirement planning. Our team can help you create or update your estate plan, including wills, trusts, and powers of attorney, to ensure your assets are distributed according to your wishes. We’ll work closely with your legal advisors to ensure your estate plan aligns with your overall retirement goals and provides for your loved ones.

At Whitney & Company, we are committed to providing comprehensive retirement planning services that empower our clients to make informed decisions about their financial future. Our experienced team of advisors understands the unique challenges and opportunities that retirement planning in Rochester, NY presents. We are dedicated to helping you achieve a financially secure and fulfilling retirement.

With our retirement planning services in Rochester, NY, you can expect a comprehensive approach that addresses key areas such as investment management, income planning, tax optimization, healthcare considerations, and estate planning. We’ll work closely with you to create a retirement roadmap that aligns with your aspirations and provides financial security throughout your golden years.

Contact Whitney & Company today to schedule a consultation and take the first step towards a confident retirement in Rochester, NY. Let us be your trusted partner in navigating the complexities of retirement planning and securing your financial future.

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