80 Wolf Road, Suite 301 Albany, NY 12205
Financial decisions are life decisions, which can sometimes seem overwhelming. As we work together to create a financial plan, you’ll see a broader view of your financial picture that will help define what your current and future goals should be. Financial Planning can help you to achieve several or all of the following objectives:
CFP® Certification: The Standard of Excellence
Many of our team members have expertise in financial planning and are CERTIFIED FINANCIAL PLANNER ™ (CFP®) professionals who can help you manage your finances and put a plan in place for the future. Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. CFP® certification is a symbol of the certificant’s knowledge and credibility among his or her peers; and indicated his or her status as a qualified, trustworthy financial planner.
The independent advisors at Albany Financial Group take a personal and proactive approach to financial planning and wealth management. We begin by learning about what’s most important to you. From there we are able to develop truly customized strategies for managing your wealth that align with your goals and objectives. We don’t just create a plan and hand it over—we take the time to educate you on your financial situation, the opportunities you have, and the pitfalls to avoid. Our firm is uniquely positioned to cater to your needs in these and other areas:
PRE- AND POST-RETIREMENT PLANNING
ESTATE & LEGACY PLANNING
SERVICES FOR BUSINESS OWNERS