315-896-4044

Steve Golembiowski, CFP®, CLU®, ChFC®, RICP®

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

 

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Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Key Money Moments: 4 Times You Should Talk to a Pro

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Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.