Financial Planning

Financial planning services to help grow, protect, and preserve your assets.

  • 401(k), 403(b), 457(b) rollovers from previous employment

  • Investment advisory services

  • Retirement account consolidations

  • Traditional, Roth & SEP IRA accounts

  • Social Security claiming strategies

  • Pension maximization strategies 

  • Spousal survivor needs planning

  • Medicare supplement and advantage plan options

  • Asset protection planning strategies to shield you from the high cost of escalating long-term costs (in conjunction with your attorney and/or tax specialist)

  • Estate planning strategies to protect your heirs from getting hit with higher-than-expected tax bills (in conjunction with your attorney and/or tax specialist)

  • Special needs and survivor benefit planning

  • Life, disability and long term care insurances

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Securities are offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, Syracuse, New York 13214. Member FINRA/SIPC. Advisory Services are offered through Hazard & Siegel Advisory Services, LLC, an SEC Registered Investment Advisor. Check the background of Hazard & Siegel, Inc. and its representatives on FINRA's BrokerCheck