Financial planning is an ongoing process where we learn about your goals, current situation and expectations. We then design a personalized plan to achieve your goals. Sometimes, people aren't sure of what their goals might be. It's always helpful to write down what you want and where you see yourself in the future. Financial plans can be used to as a road map to achieve your goals and dreams. It will also help prepare you to face the unexpected. Creating a financial plan can provide valuable information and take the guess work out of planning for your future. 

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Financial Planning will answer questions you may other wise not be able to answer. 

-Am I saving enough to retire when I want to? 
-Is it better to invest my money or use it to pay off debt? 
-Does my family have adequate protection in case of injury or premature death? 
-Should I invest in a Roth or a Traditional IRA?
-Can I afford to pay my child's college tuition?

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Complimentary Consultation

Ready to start planning for your future? Book an appointment today for a initial consultation with one of our financial representatives.

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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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