421 Troy Schenectady Road,
When life changes in a small or big way, so do your financial needs. We can help you prepare financially for major milestones — from your wedding day to your growing family — with more confidence.
It’s never too early to get on the right financial path. Thoroughbred Advisors can work with you to create a financial plan that allows you to live in the now, and still be prepared for retirement.
As you begin settling down, there are a lot of big financial decisions you may need to make. Whether it's getting married, buying a new house, growing your family, or considering your life insurance options. Thoroughbred Advisors are here to help you.
Your retirement date is coming closer and closer. Consult a Thoroughbred Advisor to ensure you’re on track to make the most of those upcoming golden years.
It’s time to enjoy the fruits of your labor. Work with a Thoroughbred Advisor so you can spend more time with family and friends and less time worrying about your finances.
If any of the descriptions below fit you, you could benefit from professional financial advice:
Maximizing retirement income requires smart decisions around complex topics such as Social Security, 401(k) and IRA withdrawals and strategies to minimize unnecessary taxation.
We welcome clients with the time and desire to manage their own investments. With that being said, the planning that surrounds these investments are vast and many do it yourself investors find that the strategies and knowledge we bring to the table are a perfect compliment to managing their own portfolio.
Whether you’re saving for college or planning their inheritance, there are several ways to ensure your children are taken care of.
Have you noticed lottery winners often declare bankruptcy? It can be difficult to manage sudden increases in wealth.
Depending on how you chose your advisor, there may be a better one for you. Family referrals are convenient but don’t always produce results. Obtaining a second opinion at no cost can reassure you that your existing relationship is great or may identify a need to expand your team.
Untangling finances in a divorce can be messy. Impartial advice is key.
If you’re still decades from retirement, good decisions today can add thousands to your retirement accounts.
Discover how we help individuals in different types of occupations.
Learn the different types of services we offer our clients.