Risk Number
Ever wonder what level of risk you are willing to accept in your investment portfolio? Click below to identify your personal Risk Number.
4 Cornerstones of Financial Planning
Flower City Advisory has a single purpose: to help people secure their future and protect the ones they love. That commitment remains our guiding principle. It's behind everything we do and every decision we make. We spend time getting to know you, your family, and/or your business. We ask questions that help us understand your goals, and we provide wealth management strategies and insurance solutions to accomplish your objectives.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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