Frequently Asked Questions

What services do you offer?

As financial planners our positions encompass a range of services for our clients. Not every client requires advice in all areas. Common topics of discussion with our clients include Investment Management, Income Protection, Retirement Planning and Long Term Care planning. 

Why should I work with a Financial Planner? 

Proper financial planning requires knowledge in different aspects of finance which are constantly changing. Attempting to plan without an expert can leave you short of your goals. We provide detailed analysis of your current situation in relation to where your goals require you to be. 

Is it expensive to work with a financial planner? 

We can provide financial services for every budget. Working with a financial planner can provide valuable advice beyond a dollar amount. Having an experienced team to help navigate you through life's financial challenges can save you in the long run. 

I have a work retirement plan, is this enough? 

Employer sponsored retirement plans can be a critical part in saving for your future. However, they should not be your only source of savings.  

Still have questions?

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4 Executive Park Dr Suite 101
Clifton Park, NY 12065, US

Check the background of this firm on FINRA’s BrokerCheck. Securities-related transactions are managed by Halliday Financial’s subsidiary, Halliday Financial, LLC., Member FINRA and SIPC. The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.

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