Tax, Financial & Estate Planning

Financial Planning & Tax Planning Syracuse NY

As a member in good standing, these services will be provided as another member benefit.

If you have specific requests outside of the normal benefit, all costs are disclosed upfront. For example, if you wish to buy life insurance or long-term care insurance, or would like to have a tax return prepared, the cost for these will be disclosed.

Simple Will – (Pappas, Cox, Kimpel, Dodd & Levine, PC)

Protect your assets according to your wishes for future generations. Confidential meeting by appointment.

Contact Doug at  (315) 472-4481 – Reference SECNY Program.

Tax Review & Planning – (FASTAX)

Review prior year returns. Discuss your current and future income tax issues. Confidential meeting by appointment.

Contact Tim Sennett at (315) 472-5735 – Reference SECNY Program.

Financial Advising – (The Legend Group)

Investments 

Whether you are planning for college, saving for retirement, looking to generate income from your assets, or investing to create a legacy, the creation of a well-conceived plan may mean the difference between achieving your objectives or falling short. The Legend Group’s Financial Professionals offer a comprehensive selection of quality products and services.

Review all Retirement Income assets. Learn about recent IRS 403(b) (TSA) changes. Confidential meeting by appointment.

Contact Tim Sennett at (315) 422-5868– Reference SECNY Program.

Advisory services offered through Legend Advisory or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.

Lincoln Investment and its affiliates do not provide tax information or advice.

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