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Do you Have a Feel for your Embedded Tax Losses?

Welcome to Wealth Strategies & Solutions, Ltd

900 Jefferson Road Suite 301
Rochester, NY 14623

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to Wealth Strategies & Solutions, Ltd

If you are like most people, you have goals and dreams. 

Promises that you have made to your family and yourself.

Planning an education….

A vacation home or special trip….

Retiring on your timeline….

Leaving a legacy….

You may encounter a few bumps along the way to delivering on these promises

Divorce

Disability or prolonged illness

An untimely death  

Low interest rates or a bumpy stock market

If the promises you have made are important, let's work together.  If you would like a second opinion of what you have already done or perhaps you need to get started on a game plan, I can help.

I look forward to working with you.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Explains how future tax rules may impact deductibility of charitable donations.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator is designed to help you attach a dollar figure to your life’s work.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Will you be able to afford nursing home care?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck