Greg Schuler, CFP®, AIF®
I enjoy weaving together a financial plan based on your family’s goals, and getting to know you is my favorite part of the process. My emphasis is on creating a retirement blueprint with a focus on tax planning to help maximize the tax opportunities available today as well as upon income distribution in retirement.
My wife, Jessica, and I live in Hilton, NY with our two very active children. When we aren’t at gymnastics or swim meets, we love spending family time hiking around Lake Ontario and the Finger Lakes with our doodles Wookie and Bella.
Are you getting the personal attention you deserve?
The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.