Broker Check

Morals Over Money

We focus on providing cost-effective financial strategies that prioritize your interests, seeking to help you optimize the value of your resources.

Schedule a Call

What We Do
Guiding Your Financial
Future with Integrity

Our commitment is to provide clear, honest financial guidance that puts your interests first by assessing and minimizing fees. We focus on identifying and transitioning away from predatory fee structures to more cost-effective solutions. Through education and ongoing support, we aim to empower you with the knowledge needed to reduce portfolio expenses and taxes, while always being available to address your concerns.

How We Help

Why Work With Us
Because Life Happens

Our work is deeply rooted in the heart of Central New York, where we frequently visit schools to meet with teachers. We understand that stepping into a formal office can feel daunting, which is why we bring our services directly to you. By fostering a comfortable and approachable environment, we aim to build genuine partnerships with those we serve.

Who We Help
Supporting Those Who Shape Our Community

Our services are tailored to address the unique needs of our clients, including:

Educators Nearing Retirement

Educators Nearing Retirement

We assist teachers in planning their transition to retirement, optimizing benefits and financial stability.

Recently Retired Educators

Recently Retired Educators

We help navigate post-retirement financial adjustments, ensuring a desired and confident future.

Retirees with Pensions

Retirees with Pensions

Our guidance focuses on seeking to maximizing pension benefits and managing retirement income effectively.

State Employees

State Employees

We offer strategies to enhance pension plans, addressing specific financial goals and retirement readiness.

How We Help
Empowering Your Financial Journey

Our approach is centered around providing comprehensive support to help you pursue your financial goals. With a focus on personalized solutions, we address your unique needs through a range of specialized services.

Schedule a Call

Holistic
Planning

We evaluate your entire financial picture, crafting a tailored strategy that aligns with your long-term aspirations and immediate needs.


Employment Sponsored Retirement Planning

Guidance on maximizing employer-sponsored retirement plans, ensuring alignment with your overall financial strategy and retirement goals.


Estate
Planning

Assistance in creating a comprehensive estate plan that reflects your wishes and protects your legacy for future generations.


Asset
Management

Customized investment strategies designed to align with your risk tolerance and financial goals, adapting to market changes.


Medicare

Clear guidance on navigating Medicare options, helping you make informed decisions about coverage for your healthcare needs.

Who We Are
Your Valued Financial Partners

403b.Pro is dedicated to serving educators and retirees in Central New York. With a commitment to integrity and personalized service, we offer tailored financial strategy that prioritize your needs and empower your financial journey.

Our Process

Step 1
Introductory
Meeting

We get to know each other and discuss your financial goals and objectives.

Step 2
Options
and Evaluation

We prepare options and discuss their pros and cons to find the best fit for you.

Step 3
Implementation and
Maintenance

Implement your chosen plan with ongoing maintenance tailored to your preferences and needs.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Resources
Articles & Events

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

Learn More
The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

Learn More
Put It in a Letter

Put It in a Letter

Learn More

Contact Us
Are You Ready To Take Your First Steps?

Schedule a complimentary discovery meeting with us and get started on your journey.

Thank you!
Oops!